Cabana Asset Management offers investment advisory and money management services to individuals, businesses, and other advisors. Cabana uses a proprietary algorithm called CARA to manage risk and allocate assets based on economic and technical market conditions. Cabana's investment solutions include separately managed accounts (SMAs), exchange-traded funds (ETFs), and collective investment trusts (CITs). Cabana also has licensed attorneys on staff who operate Cabana Law Group, PLLC, in the state of Arkansas, and Hesse, Hesse & Blythe, PC, in the state of Texas, offering legal services in estate planning, business succession planning, asset protection, corporate law, and real estate transactions. Some of Cabana's Associated Persons also act as insurance agents independent of Cabana’s investment advisory services.
Fee Structure
Cabana Asset Management charges a fee based on a percentage of the value of the assets they manage. The exact fee is negotiable and can range from 0.65% to 2.00% per year. The fee can vary depending on the amount of assets managed, the investment platform used, the types of investments, and the complexity of your financial situation. The fixed income portion of your portfolio will be billed at a negotiated rate, ranging between 0.20% and 1.0%.