Cauble & Harre Wealth Management, Inc.

Cauble & Harre Wealth Management, Inc. is a fee-only wealth management firm established in 2007 by Liz H. Cauble, CFP®, and Peter B. Harre, CFA. As a Registered Investment Advisor, the firm operates independently and is dedicated to serving clients' best interests. They offer financial planning and investment management services, acting as fiduciaries to prioritize clients' needs. The firm's services include Portfolio Management Services, where they create an Investment Policy Statement tailored to each client's financial circumstances and investment objectives. For clients with at least $500,000 in managed assets, a comprehensive financial plan is provided. CHWM may also offer stand-alone financial planning projects. The firm manages $255,112,294 in assets on a discretionary basis as of December 31, 2024. Fees for Portfolio Management Services are charged as a percentage of assets under management, ranging from 1.00% to 0.50% based on the asset levels. Clients are subject to a minimum annual fee of $10,000. Fees are billed quarterly based on the average daily balance of assets. CHWM does not participate in wrap fee programs. The firm exercises investment discretion, providing clients with the option to place restrictions or limitations on trading activities. CHWM does not vote proxies for client securities. The firm maintains a strict Code of Ethics and prioritizes client privacy and data protection.