| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $4.0M | 0.01% |
| $4.0M - $6.0M | 0.01% |
| $6M+ | 0.00% |
Springwater may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Terence is a managing member of Cascade Wealth Management since 2002, providing financial planning and investment advice. This takes nearly full-time hours.