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Jose Asencion Cabrera

Dougherty Wealth Advisers LLC

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About Jose Asencion Cabrera

Jose Cabrera is a registered Investment Advisor Representative with Dougherty Wealth Advisers LLC in Wayzata, Minnesota. Jose Cabrera has been in the industry since 2018. Jose Cabrera has experience in financial planning and portfolio management for both individuals and businesses.

Firm Information

Jose Cabrera is currently registered with Dougherty Wealth Advisers LLC. Dougherty Wealth Advisers LLC is a registered investment advisor based in Wayzata, MN. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $351,812,366 in assets, with $300,188,013 of that under discretionary management. The firm has 3 investment advisor representatives and 1 licensed agent. They also provide selection of other advisors services.
Dougherty Wealth Advisers LLC

861 LAKE STREET NORTH

WAYZATA, MN 55391

$351.81M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jose Cabrera’s Registration & Firm History

MN

04/02/2022 - Present

Dougherty Wealth Advisers LLC (WAYZATA MN)

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Licenses & Designations

IA

Issued 04/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jose Asencion Cabrera.
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