Cavanaugh Wealth Management offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. Cavanaugh Wealth Management creates customized investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover investment, retirement, education, cash flow, charitable giving, insurance, estate, and tax planning. Stand-alone financial planning is available.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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