Cardea Capital Advisors, LLC
Assets Under Management
$105.8M
Number of Clients
242
Number of Advisors
9
Average Client AUM
$437K
AUM per Advisor
$11.8M
Compensation
Fee-Only (AUM)
About This Firm
Cardea Capital Advisors (CCA) offers asset-allocated model portfolios to clients referred through independent registered investment advisers and directly through its own representatives. CCA provides financial planning, general consulting, TAMP, sub-advisory, back-office, and portfolio management services. They manage accounts on a discretionary or non-discretionary basis. CCA also provides investment advisory services with respect to pre-IPO securities for institutional clients.
Fee Structure
CCA charges an annual investment management fee of up to 1.5%, billed quarterly or monthly, based on assets under management. The advisor who referred the account to CCA will also charge a fee. Both fees are mutually agreed upon and disclosed. Fees may be calculated on the last business day of the quarter or using the account's Average Daily Balance. The minimum account value is $100,000, except for qualified investors where the minimum is $5,000,000. TAMP fees range from 20 bps to 90 bps, sub-advisor fees range from 15 bps to 60 bps, and back office fees range from 10 bps to 25 bps depending on account size, underlying investment strategy, and custodian.
Areas of Practice
Location
2520 Northwinds Parkway, Suite 309, Alpharetta, GA, 30009