Cadaret Grant & CO INC
Assets Under Management
$7.7B
Number of Clients
17,888
Number of Advisors
8
Average Client AUM
$429K
AUM per Advisor
$958.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cadaret Grant provides investment advisory services through its Contour platform, offering both wrap and non-wrap fee options. The platform includes Advisor as Portfolio Manager (APM), Fund Strategist Portfolios (FSP), Separately Managed Accounts (SMA), and Unified Managed Accounts (UMA). Fees are based on a percentage of assets under management. Cadaret Grant does not maintain physical custody of client assets; accounts are custodied with unaffiliated custodians.
Fee Structure
Cadaret Grant offers both wrap fee and non-wrap fee options within its Contour program. Wrap fee accounts include all transaction costs in a single fee, while non-wrap accounts charge advisory fees plus separate transaction fees. The total fee consists of a program fee, an advisory fee (negotiated with your IAR, not exceeding 2.25% in APM and 2.00% in FSP, SMA and UMA, except for annuity subaccount management in APM, where it will not exceed 1%), and a manager fee (for FSP, SMA, and UMA programs, ranging from 0.00% to 0.75%). Fees are billed monthly or quarterly in advance, based on the fair market value of your assets. Householding of accounts may be available for a lower fee.
Areas of Practice
Location
100 Madison Street, Suite 1300, Syracuse, NY, 13202