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Cadger Tax and Financial Inc.

Updated today

Total assets under management

$9,200,000

Total clients

41

5% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

41

Average account size

$224,390

Client services

Financial planning Portfolio management Educational seminars or workshops

Fee options

Fixed

$0 to $10,000 per financial plan (case-by-case basis)

Percentage

0.50% to 2.00% annually

Commissions

Separate customary commissions received by individual representatives for insurance product sales

Project-based

$100 to $400 per hour

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Cadger Tax and Financial Inc.

Carolina Beach NC, United States

Number of offices

1

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