Digital advisor
Compound Planning
Compound is a digital wealth manager for tech employees that Cache names as an exchange fund partner.
- Their fee
- 0.20%–2.00%
- Minimum
- $25K
- Onboarding
- Not disclosed
- Status
- Open
0.20% to 2.00% per year for asset management, per the Form CRS dated 2026-03-26 as summarized by a third party. Cache fund fees are extra.
Flexible and negotiable, per the Form CRS summary.
Cache funds close about twice a month.
Status reflects Cache fund availability. Custodians are Schwab and Fidelity.
Cache Access funds need accredited investors. Cache Flagship funds need qualified purchasers.
Products they offer
Exchange funds
| Product | Product fee | All-in fee |
|---|---|---|
| Cache: Exchange funds (Flagship and Access series)Compound logo and an advisor testimonial on the Cache advisor page. The firm does not name a fund. Through the Cache advisor program. | 0.40%–0.95% | 0.60%–2.95% |
Sources
Checked 2026-10. Confidence: medium.