Cache Advisors provides investment management services through a long short strategy. The firm uses risk-based model portfolios with different leverage ratios, benchmarked to indices like the S&P 500. Clients complete a risk tolerance questionnaire to determine the appropriate model. Cache delegates day-to-day investment management to a subadvisor, but remains responsible for the overall advisory services. The program is online-based, requiring clients to consent to electronic delivery of communications.
Assets Under Management$960M
Clients7
Advisors5
Avg. per Client$140M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0.50% to 1.25% depending on the model selected.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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