Our clients’ success is our primary motivation.
As professional fiduciary advisors paid solely by our clients, we do not accept commissions or compensation from financial product companies or anyone else. This fee-only structure allows us to provide objective and independent advice. What this means is that instead of giving you our best sales pitch, we’re focused on finding the best solutions for you and your long-term success. When we say that your interests come first, we mean it.
Total Fee TransparencyOur management costs are transparent and competitive. The fees we charge include access to our entire team, offering you investment management, financial planning, and tax guidance. We believe that your journey is more successful when every aspect of your financial life is considered and coordinated. Our fee structure encourages your financial life transparency, as you have access to all aspects of CAVU for one cost. Based on experience, we know this approach is a win/win.
Our investment strategy emphasizes low portfolio costs – often significantly lower than what most people would pay on their own. We like to think that this helps to lower the cost of our services.
CAVU Wealth Advisors is a fee only advisor. We are compensated only by our clients via fully disclosed fees. We refuse commissions or any other misaligned third-party incentives.
OUR ADV PART II
Form ADV is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. We're currently registered with the states of California & Virginia. The ADV Part II is an easy-to-digest brochure that offers more details about our firm.
OUR CODE OF ETHICS
Our desire to offer clients fair treatment drives everything that we do. Our Code of Ethics offers more detail on how we operate as advisors.
Our clients are our most important asset, and their privacy matters to us. In short, we do not share our clients' private information with anyone unless clients have given us permission and there is a need to know.