Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cabana's advisory fees are negotiable, generally ranging from 0.65% to 2.00% (65bps to 200bps) depending on factors like assets under management, platform, range of investments, and complexity of the client's financial circumstances. The fixed income portion of your portfolio will be billed at a negotiated rate, ranging between 0.20% and 1.0%. Financial planning services may be provided at Cabana's discretion, incidental to investment advisory services. ETF fees are separate and found in the ETF's offering documents.
Areas of Practice
Advisor Information
Office location
5560 Tennyson Parkway, Suite 260, Plano, TX, 75024
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jon works as an attorney at Prevost Law Firm, dedicating nearly full-time hours to this role. He is also a part owner of Cabana Holdings, LLC, a holding company, but spends minimal time on this business.