At CAVOK Wealth Consulting, individual attention supports a relationship built on trust and performance. Your unique goals, needs and opportunities define how we approach your finances. You are not simply defined by your demographic, net worth, or tax bracket.
To ensure that we are able to provide the highest level of services for our clients we charge either an hourly or flat fee for financial planning services. Fees for our investment management service include a percentage charge based on the size of investment portfolio, with a minimum of $2,000 per year.
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