Cadia Private provides financial planning, consulting, and investment management services. Cadia Private works with clients to understand their goals, risk tolerance, and financial situation to construct a suitable portfolio. Portfolios may include ETFs, mutual funds, individual securities, bonds, and alternative investments. Cadia Private monitors portfolios and adjusts allocations as needed. Financial planning covers cash flow, retirement, investments, education savings, and insurance.
Assets Under Management$190M
Clients122
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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