Cahaba Wealth Management, INC.
Assets Under Management
$1.6B
Number of Clients
854
Number of Advisors
15
Average Client AUM
$1.9M
AUM per Advisor
$109.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cahaba Wealth Management provides investment management and comprehensive financial planning services to individual and corporate clients. They develop financial profiles and investment plans based on client circumstances and goals, managing investment portfolios on a discretionary basis. They may recommend third-party money managers.
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
Location
1200 Peachtree Street Ne, Suite 610, Atlanta, GA, 30309
