Cane Capital Partners provides ongoing portfolio management based on each client's goals, objectives, and risk tolerance. They offer both discretionary and non-discretionary portfolio management. CCP also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CCP generally limits its investment advice to mutual funds, equities, options, bonds, fixed income, debt securities, ETFs, real estate, hedge funds, REITs, insurance products including annuities, private placements, and government securities.
Assets Under Management$240M
Clients387
Advisors4
Avg. per Client$630K
Avg. per Advisor$61M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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