Cade Konen is a PFS-designated registered investment advisor at Hrc Wealth Management, LLC, based in Moscow, ID, with 26 years of industry experience. Cade 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 886 clients with $400M 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 | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
315 S. Almon, Moscow, ID, 83843
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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
Cade is involved in several business activities, including Vandall Boosters, Inc., HRC Wealth Management, LLC, Hayden Ross Properties, LLC, Hayden Ross, PLLC, Average Joe's LLC, and Average Joe's II LLC. His role at Hayden Ross, PLLC takes up more than full-time, while the other activities require minimal to about 10-20% of his time.
Employment History
Current Registrations
Hrc Wealth Management, LLC
State Registrations1 state
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