Cade Wealth Management (CWM) provides investment management services where they manage client investments based on their goals and risk tolerance. CWM also offers services to retirement plans, acting as either a limited scope advisor or a discretionary investment manager. CWM does not sponsor wrap fee programs. Frank Cade is the owner and Chief Compliance Officer.
Assets Under Management$5.2M
Clients18
Advisors1
Avg. per Client$290K
Avg. per Advisor$5.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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