Cavan Capital Management offers investment management services, making investment decisions for clients based on their goals. They primarily invest in equity securities, options, and exchange-traded funds. The firm monitors portfolios continuously and rebalances them as needed. Clients can place restrictions on the types of investments made. Cavan Capital Management does not offer financial planning services.
Assets Under Management$15M
Clients15
Advisors1
Avg. per Client$980K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
1% fee for portfolios without options strategy. Fees may be negotiable depending on assets under management, range of investments, and complexity of financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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