Our Fees
A Full-Service Financial Planning & Investment Advisory Firm
We develop customized financial plans for clients at every stage of their wealth-accumulation journey. Unlike firms that only provide information or advice, we actively implement your financial plan and help you manage your accounts — through a range of programs tailored to your situation.
Three Steps to a Plan You Can Trust
Your financial plan should be as individual as you are — here's what the journey looks like.
Develop Your Dream Future
Gather your financial information and statements, and think about your goals — whether that's buying a house, saving for college, or planning a vacation.
Meet With an Advisor
Contact Cavalry and schedule a complimentary appointment with one of our licensed advisors. We'll review your situation and build a financial plan together.
Implement & Monitor
Your advisor helps you implement your plan, then continually monitors and manages your investments to help you pursue your goals.
What We're Committed To
Delivering unbiased advice that only considers our clients
Listening to them tell their stories, hopes, and dreams
Assessing and prioritizing their goals
Delivering uncompromised guidance and knowledge
Anticipating their financial needs for the future
Managing risk away from their plans
Creating introductions to other professionals and building a team approach that delivers a myriad of experience
Creating tax efficiencies to reduce their tax burdens
Executing the wishes of our clients, living and after passing
The initial consultation is complimentary and allows us the opportunity to get to know each other and determine which level of service is appropriate for your needs.
Financial planning is a very personal process and the initial consultation is our opportunity to determine if our personalities are conducive to building a healthy working relationship.
Transparent Pricing
One-Time Personalized Financial Plans
$2,750–$6,000One-time personalized financial plans are tailored to the level of services required to meet your needs and priced based on the total number of hours required to complete the plan. Following the initial consultation, we will provide an estimate of the time required and expected fee based on our hourly rate of $300. Expect a minimum of 10-12 hours with fees ranging from $2,750-$6,000.
Ongoing Planning Services
From $2,000/yrOngoing planning services are offered on an annual basis, starting at $2,000 per year. A 2-year commitment is recommended. Your total fee depends upon the complexity of your particular financial situation. Optional investment management services are available for an additional fee.
Investment Management
We charge management fees based on the balance in the account, deducted monthly or quarterly. The larger the account the smaller our fee to manage it, with a $25,000 account Minimum. Accounts are held with Charles Schwab, a third-part custodian.
Occasionally we will offer investment management services only without the ongoing planning services. In that case, management fees on an investment account are up to 1.5% per annum.
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