Cagr Finance LLC provides investment management services through an interactive website, using computer-based models to provide ongoing supervision of client accounts. Clients must use Interactive Brokers as their custodian. Cagr Finance also offers a research and analytical tools service with tiered pricing. The firm's investment approach focuses on consistent compounding and actively managed strategies based on fundamental research.
Assets Under Management$32K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$32K
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees may be negotiable for friends, family, or large accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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