Bradley Velde is a registered investment advisor at Cascade Wealth Advisors, INC, based in Wenatchee, WA, with 4 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 115 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $7.0M | 0.35% |
| $7M+ | 0.00% |
For clients with over $7,000,000, the fee is a flat $8,750 per quarter ($35,000 annually). Fees may be negotiable in special circumstances.
Fee Estimator
Location
135 S Worthen St, Suite 300, Wenatchee, WA, 98801
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Bradley performs CPA services for Cascade Tax & Accounting Services as an independent contractor, paid per return. This activity is not investment-related.
Employment History
Current Registrations
Cascade Wealth Advisors, INC
Previous Registrations
Telos Wealth
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.