Cahaba Wealth Management, INC.
Assets Under Management
$1.6B
Number of Clients
854
Number of Advisors
15
Average Client AUM
$1.9M
AUM per Advisor
$109.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cahaba Wealth Management provides investment management and comprehensive financial planning services. They develop financial profiles and investment plans based on client circumstances and goals. Services include estate planning, risk management, budgeting, retirement planning, education funding, and tax planning. They may recommend third-party money managers.
Fee Structure
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Cahaba may negotiate special fee arrangements where deemed appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Loading...
Location
1200 Peachtree Street Ne, Suite 610, Atlanta, GA, 30309
