Terence Donahe is a CFP, ChFC-designated registered investment advisor at Springwater Wealth Management, LLC, based in Lake Oswego, OR, with 20 years of industry experience. Terence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 119 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
For portfolio value below $500,000 Springwater may charge a flat rate of $4,000 per year. Springwater may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terence is a managing member of Cascade Wealth Management since 2002, providing financial planning and investment advice. This takes nearly full-time hours.
Employment History
Current Registrations
Springwater Wealth Management, LLC
Previous Registrations
Skyline Financial Northwest
Cascade Wealth Management, LLC
Benivest, INC.
Associated Securities CORP.
Associated Planners Investment Advisory INC
State Registrations2 states
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