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.
5560 Tennyson Parkway, Suite 260, Plano, TX, 75024
Get directionsJoe works as an attorney at Hesse & Hesse PC, specializing in real estate, business, and corporate law since 2001. This takes nearly full-time hours and occurs during securities trading hours.