Cagr Finance LLC is a registered investment advisor founded in 2024 and based in Lewes, Delaware. The firm operates primarily through an interactive website, offering automated investment management and proprietary research tools without direct human collaboration. Cagr Finance manages portfolios using computer-based quantitative models, fundamental research, and automated rebalancing. The firm's core philosophy emphasizes consistent compounding for long-term wealth creation. Cagr Finance offers asset management services where client accounts are held at Interactive Brokers, as well as a separate Research and Analytical Tools service available in different subscription tiers ranging from free basic access to advanced professional features.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are negotiable on a case-by-case basis.