Cadence Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, families, and trusts. Cadence creates customized investment strategies based on each client's goals, risk tolerance, and financial situation, using ETFs, mutual funds, and individual stocks and bonds. Cadence also offers financial planning services covering areas like retirement, tax, insurance, and estate planning. Clients are not obligated to implement any recommendations.
Fee Structure
Cadence Wealth Management charges an annual fee based on the value of your investments. The fee ranges from 1.00% to 2.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship with Cadence. Fees are paid quarterly, in advance. Fees may be negotiable.