Cadent Capital Advisors, LLC
Assets Under Management
$651.0M
Number of Clients
534
Number of Advisors
10
Average Client AUM
$1.2M
AUM per Advisor
$65.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cadent Capital Advisors offers portfolio management based on client goals, retirement plan consulting, subadvisory services, and financial planning. Investment decisions align with fiduciary duties, aiming for fair allocation of opportunities. They may direct clients to third-party advisors.
Fee Structure
Portfolio management fees are up to 2% annually, negotiable, and billed monthly in advance. Financial planning is offered at $250/hour for individual services and $350/hour for divorce planning, also negotiable. Pension consulting fees are up to 2% of plan assets or a fixed fee, negotiable. Clients are responsible for third-party fees. There is no minimum account size.
Areas of Practice
Location
4525 East 91st Street, Tulsa, OK, 74137