Cascade Wealth Advisors offers financial planning and investment management services. Financial planning covers areas like retirement, estate, tax, and education planning. For investment management, Cascade Wealth Advisors creates tailored strategies based on your goals, risk tolerance, and time horizon, using model portfolios and rebalancing as needed. They primarily use a buy-and-hold approach.
Assets Under Management$230M
Clients115
Advisors3
Avg. per Client$2M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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