CacheTech offers support services to registered investment advisors (called Lead Advisors) through its software platform. These services include investment management using CacheTech's models or third-party managers, platform access for business management, trading and execution, billing, and account operations. CacheTech generally invests in equities, bonds, options, ETFs, and other securities to diversify portfolios. Lead Advisors sign a managed service agreement outlining services and fees.
Fee Structure
CacheTech provides investment management services to Lead Advisors, who then use these services for their own clients. The fee for investment management is 0.50% annually, based on the market value of the client accounts. This fee is negotiable with each Lead Advisor. The fee can be billed monthly, quarterly, or annually, in advance or arrears, based on average daily balance or quarter-end balance.