Fees

Fee-only advisors - Our compensation is hourly or based on a percentage of your accounts. A fee-only relationships and team strategies are proven winners.

Full Disclosure – Any fees we might receive from a Registered Investment Advisor will be fully disclosed on a proper SEC ADV form.

Clients

Client Profiles - Cadre Financial specializes in Clients with a net worth of $250,000 and above, exclusive of their home. We also partner with family members of existing Clients and persons requiring planning for inheritances or retirement rollovers.