Michelle Rand
Michelle Rand is a CFA-designated registered investment advisor at Cascade Investment Advisors, INC., based in Oregon City, OR, with 28 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 177 clients with $360M 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 $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5 million and for bond portfolios. Accounts between $500k and $1 million and with the firm for over 5 years pay 0.90%.
Fee Estimator
Location
503 High Street, Oregon City, OR, 97045
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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 →Employment History
Current Registrations
Cascade Investment Advisors, INC.
State Registrations3 states
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