our fees

CAVU Wealth Advisors is a fee only advisor. We're compensated only by our clients via fully disclosed fees. 

We refuse commissions or any other misaligned third party incentives. 

  • iNDIVIDUAL ACCOUNTS

    • 1.00% on portion up to $1,500,000
    • 0.75% on portion over $1,500,000
    • 0.40% on portion over $5,000,000
    • 0.25% on portion over $10,000,000
  • iNSTITUTIONAL ACCOUNTS

    • 0.75% on portion up to $1,500,000
    • 0.50% on portion over $1,500,000
    • 0.35% on portion over $5,000,000
    • 0.25% on portion over $10,000,000