Cachetech
Assets Under Management
$671.7M
Number of Clients
5
Number of Advisors
4
Average Client AUM
$134.3M
AUM per Advisor
$167.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CacheTech Inc. offers services to registered investment advisors (Lead Advisors) through its custom software, CacheTech Advisor Solutions. Services include investment management, platform access, trading & execution, billing, and account operations. CT generally limits its money management to equities, bonds, options, fixed income and debt securities, ETFs, structured notes, alternative investments, private placements, and open and closed end mutual funds.
Fee Structure
CacheTech provides services to Lead Advisors, who then work with underlying clients. Platform access is billed at $5 per account per month or $60 annually, negotiable per Lead Advisor. Investment management, trading & execution, and account operations & billing are each billed as a percentage of the underlying client account's market value, also negotiable. Investment management is 0.50% annually, while trading & execution and account operations & billing are each 0.08% annually. Fees are subject to negotiation with each Lead Advisor and may differ. CT reserves the right to negotiate, waive, or reduce fees at its discretion.
Areas of Practice
Location
701 S Main St, Ste 400, Logan, UT, 84321