Cascade Investment Group (CIGI) offers investment advice and financial planning to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates. CIGI creates investment portfolios based on clients' goals, risk tolerance, and time horizons. Financial planning covers personal finances, cash flow, investments, insurance, retirement, estate planning, and special needs.
Assets Under Management$380M
Clients609
Advisors5
Avg. per Client$620K
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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