Skyler Keate is a registered investment advisor at Cadinha & CO LLC, based in Park City, UT, with 7 years of industry experience. Skyler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 642 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Schedule shown is for balanced and equity accounts. Fixed income accounts have a different schedule: First $1M: 0.75%, Next $4M: 0.50%, Next $5M: 0.40%, Over $10M: 0.25%. Minimum annual fee: $10,000 for both types of accounts.
Fee Estimator
Location
1389 Center Drive, Suite 140, Park City, UT, 84098
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cadinha & CO LLC
State Registrations2 states
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