Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Cahaba may make exceptions or negotiate special fee arrangements at its discretion.
Fee Estimator
Cahaba charges fees for financial planning ranging from $1,500 to $10,000 annually, collected quarterly. This fee may be waived if the client also engages Cahaba for Comprehensive Wealth Management services. Comprehensive Wealth Management fees are tiered based on assets under management (see table above). There is no minimum portfolio value or annual fee. Fees are generally payable quarterly, in arrears, based on the balance at the end of the billing period.
Areas of Practice
Advisor Information
Office location
3800 Colonnade Parkway, Suite 630, Birmingham, AL, 35243
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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