Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CacheTech provides services to Lead Advisors, who then work with underlying clients. Platform access is billed at $5 per account per month or $60 annually, negotiable per Lead Advisor. Investment management, trading & execution, and account operations & billing are each billed as a percentage of the underlying client account's market value, also negotiable. Investment management is 0.50% annually, while trading & execution and account operations & billing are each 0.08% annually. Fees are subject to negotiation with each Lead Advisor and may differ. CT reserves the right to negotiate, waive, or reduce fees at its discretion.
Areas of Practice
Advisor Information
Office location
701 S Main, Suite #400, Logan, UT, 84321
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
David is a board member for Gabb Wireless, a cell phone provider, since August 2023. He spends minimal time on this activity.