Jose Cabrera
Jose Cabrera is a registered investment advisor at Dougherty Wealth Advisers LLC, based in Wayzata, MN, with 3 years of industry experience. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 87 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dougherty Wealth Advisers' fee for managing your investments is a percentage of the value of your portfolio, typically between 0.40% and 1.25% per year. The exact percentage depends on the amount of assets managed and the services provided. Fees are paid quarterly. The investment advisory fees are negotiable.
Location
861 Lake Street North, Wayzata, MN, 55391
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jose is the Finance Director for The Cause International, LLC, a clothing company, since December 2016. His duties include accounting, cash flow planning, and financial statement preparation, taking a few hours per week.
Employment History
Current Registrations
Dougherty Wealth Advisers LLC
State Registrations1 state
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