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How does the advisor help clients – Key Takeaways:
The Cavanaugh Group Inc. offers a wide range of financial services for clients of all types. With a team of experienced advisors and a track record of success, this firm is a top choice for those in need of financial guidance.
Facts and Insights
The Cavanaugh Group Inc. was founded in 2004 and has been in business for over 15 years. With an impressive 400+ advisors and over $30 billion in assets under management, this firm has a strong foundation for providing quality financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $30+ billion | 400+ | Over 15 years |
Financial Services Offered
The Cavanaugh Group Inc. offers a broad range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The Cavanaugh Group Inc. serves a variety of clients, including individuals, families, small businesses, and institutions. With a team of specialized advisors, they are well-equipped to handle the unique financial goals and needs of each client type.
Fees & Compensation
The Cavanaugh Group Inc. is a fee-based firm, meaning they charge a percentage of the assets under management as their fee for services. This aligns their interests with those of their clients, as the more the client’s assets grow, the more the firm earns. They may also receive compensation from third parties when recommending certain financial products.
Background
The Cavanaugh Group Inc. was founded by John Cavanaugh, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. Under his leadership, the firm has grown to become a top financial advisory firm, known for its personalized, client-focused approach.
Financial Advisor Disclosures to Know
As with any financial firm, there may be some disclosures to be aware of when working with The Cavanaugh Group Inc. These can be found on the Securities and Exchange Commission’s website and include any legal and disciplinary actions against the firm or its advisors.