Cavria Advisors

CRD#283423
Investment Advisor Firm

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Overview

Cavria Advisors operates as a financial advisory firm that has its headquarters in Conshohocken, Pennsylvania. The company has $386.6 thousand in assets under management throughout three customer accounts. The company has a small team of one employee who is a financial advisor. Cavria Advisors does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets such as options, stocks and bonds.

Cavria Advisors administers all of the company's accounts in a discretionary manner. Discretionary management means that transaction judgments are made by an investment advisor without needing client permission. The advisory firm's average account size is $128,878. $100,001 to $500,000 of its investments for financial planning services were in securities, with under $100,000 placed in non-securities. An average financial advisor at Cavria Advisors oversees about three client accounts, making it one of the most personalized advisor firms in the country.

The firm's headquarters is at 200 Barr Harbor Drive, Conshohocken, Pennsylvania 19428. It is legally registered to provide services to clients in the state of Pennsylvania.

Assets Under Management

$386.6 thousand

Number of Advisors

1

Fee Structure

Asset-based, Fixed

Disclosures

No

Office Location

200 Barr Harbor Drive
Conshohocken, PA 19428

Cavria Advisors by the Numbers

Total Assets Under Management

$386.6 thousand

National Average: $3.3 billion
Total Number of Employees

1

National Average: 4,943
Total Number of Accounts

3

National Average: 2,522
Average Account Size

$128.9 thousand

National Average: $1.3 million

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Products and Services

Services offered by Cavria Advisors include financial planning services and portfolio management for individuals and small businesses. In the prior financial year, the firm provided 1-10 of its clients with financial planning services. Cavria Advisors does not sell products or offer services other than investment advice to its investment advisory accounts.

Core Advisor Services

  • Offered by 45% of firms

    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 63% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Find a firm that offers this service

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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Fee Structure

Fees charged by financial advisors typically vary depending on which service is provided. Fees billed by the company can include any combination of the following fee structures: asset-based or fixed. Cavria Advisors does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee. It is able to withdraw the fees directly from client accounts.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Disclosures

Cavria Advisors does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA