Cadinha & Co. offers personalized investment advice and manages portfolios for individuals, trusts, charities, retirement plans, and corporations. Cadinha & Co. creates custom strategies for each client using financial planning, risk assessment, and economic analysis. The firm seeks clients with $1 million or more to invest, but may make exceptions. Investment strategies are managed by the Investment Committee, and client investments reflect assets selected through due diligence and governance provided by the Investment Committee merged with the customized needs and objectives of the client.
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.