Natalie Dewindt is a CFP-designated registered investment advisor at Cascade Financial Partners, LLC, based in San Diego, CA, with 10 years of industry experience. Natalie 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.
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Learn about disclosures →Employment History
Current Registrations
Cascade Financial Partners, LLC
Previous Registrations
Creative Planning
Mariner Wealth Advisors
State Registrations2 states
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