Cadence Wealth Management offers investment management services tailored to individual client needs. They also provide financial planning, typically addressing retirement and college funding, and may include risk management. Cadence also provides advisory services to qualified retirement plans. They may recommend rolling over retirement plan assets to an IRA managed by them, which creates a conflict of interest.
Assets Under Management$100M
Clients162
Advisors2
Avg. per Client$620K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Investment advisory fees are negotiable at Cadence Wealth Management's sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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