Cadger Wealth Advisors offers investment management using model portfolios tailored to different risk tolerances and financial planning services. Financial planning covers personal finances, taxes, investments, insurance, retirement, and estate planning. Educational seminars/workshops may also be offered. Cadger Wealth Advisors manages accounts on a discretionary basis.
Fee Structure
Cadger Wealth Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, ranging from 0.50% to 2.00%. The specific fee is negotiated on a case-by-case basis, considering the type and amount of assets and the complexity of your situation. Accounts are billed quarterly in advance, based on the prior quarter's ending value. A minimum amount of assets may be required, which is also negotiable.