CAVU Wealth Advisors is a registered investment advisor located in Walnut Creek, California. The firm provides comprehensive wealth management services to individuals, families, and institutional clients, managing around $172 million in assets. CAVU Wealth Advisors specializes in bundling investment management and financial planning together, taking a holistic approach that incorporates retirement planning, tax strategies, estate planning, and risk management. Portfolios are constructed using a diversified mix of approximately 15 distinct asset classes, primarily utilizing low-cost mutual funds and exchange-traded funds to match each client's long-term goals and risk tolerance. The firm operates as a fee-only advisor, meaning they do not accept commissions or third-party product sales compensation, and all client assets are held with independent custodians such as Charles Schwab or Fidelity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Related household accounts are aggregated for fee breakpoints. Fees may be negotiated or minimums waived under special circumstances.