Cahaba Wealth Management provides investment management and financial planning services. They work with clients to create a financial outline and investment plan based on their goals, risk tolerance, and financial circumstances. Cahaba manages investment portfolios on a discretionary basis and may recommend third-party money managers. They also offer financial planning services, which can be provided as a stand-alone service or coupled with ongoing portfolio management.
Assets Under Management$1.6B
Clients854
Advisors16
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Cahaba may make exceptions to the fee schedule or negotiate special fee arrangements at its discretion. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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