Brian Krause is a CFP-designated registered investment advisor at Cascade Financial Partners, LLC, based in San Diego, CA, with 23 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 271 clients with $1.2B 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 | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable at Cascade's discretion.
Fee Estimator
Location
3579 Valley Centre Drive, Suite 125, San Diego, CA, 92130
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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
Brian is the Secretary of F&S Endeavor LLC, an investment-related business that invests in real estate, limited partnerships, private equity and other similar assets. He dedicates minimal time to this activity.
Employment History
Current Registrations
Cascade Financial Partners, LLC
Previous Registrations
Creative Planning
Gupta Wealth Management, LLC
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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