Cadence Financial Advisors manages investments based on your goals, risk tolerance, and time horizon. They use a sub-advisor for portfolio management, focusing on diversified, low-cost mutual funds and ETFs. Cadence Financial Advisors also offers financial planning as part of a comprehensive asset management engagement and hourly consulting services for a smaller scope engagement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable at the sole discretion of the Advisor. Cadence Financial Advisors, LLC generally requires a minimum relationship size of $500,000 and a minimum annual fee of $5,000 for wealth management services. Additionally, Cadence Financial Advisors, LLC requires a one-time initial fee ranging from $1,500 to $5,000 for the development of an initial financial plan for all new wealth management Clients.