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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
The annual advisory fee is based on your portfolio size: 2.00% on the first $500,000, 1.50% from $500,001 to $1,000,000, 1.25% from $1,000,001 to $2,000,000, and 1.00% above $2,000,000. Fees are negotiable. Reuben Cawley, an investment advisor representative, is also a licensed attorney and may perform legal services for clients through his law firm at a base fee of $150/hour or a flat fee of $1,250 for estate planning.
Areas of Practice
Advisor Information
Office location
5155 S. Durango Drive, Las Vegas, NV, 89121
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 ActivitiesSells Insurance
Reuben is a practicing attorney and licensed insurance agent. He owns Cawley Law Firm and dedicates about a quarter of his time to his law practice and a few hours per week to insurance activities.