Cabana Asset Management
Assets Under Management
$634.4M
Number of Clients
345
Number of Advisors
10
Average Client AUM
$1.8M
AUM per Advisor
$63.4M
Compensation
Fee-Only (AUM)
About This Firm
Cabana LLC provides investment advisory and money management services to individuals, businesses, and other RIAs. They utilize a proprietary algorithm (CARA) for risk management, allocating assets based on economic and technical market conditions. Services include Multi-Strategy Professional Series, Target Beta Series, Target Income Series, Target Drawdown Series SMAs, Target ETFs, and Target Drawdown CITs.
Fee Structure
Advisory fees are negotiable, ranging from 0.65% to 2.00% (65bps to 200bps) depending on factors like assets under management, platform, investments, and client circumstances. Fixed income portions of portfolios may be billed at a negotiated rate between 0.20% and 1.0%. Legacy clients may have different fee schedules. Fees are exclusive of custodial fees.
Areas of Practice
Location
220 S. School Ave., Fayetteville, AR, 72701