CK
PFS
CK
PFS

Cade Leigh Konen

25 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
886 clients
Average Client Portfolio
$457K average
Assets Under Management
$404.9M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M - $5.0M0.50%
$5M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

315 S. Almon, Moscow, ID, 83843

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business Activities

Cade is involved in several business activities, including Vandall Boosters, Inc., HRC Wealth Management, LLC, Hayden Ross Properties, LLC, Hayden Ross, PLLC, Average Joe's LLC, and Average Joe's II LLC. His role at Hayden Ross, PLLC takes up more than full-time, while the other activities require minimal to about 10-20% of his time.

Employment History
Current Registrations
Hrc Wealth Management, LLC
December 1999 - Present · 26 yrs 2 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.