Cassidy Stevick is a registered investment advisor at Columbia River Advisors, based in Olympia, WA, with 9 years of industry experience. Cassidy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 253 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
CRA will charge an asset-based fee up to 1.50% that is negotiable between the Client and the Advisor Representative.
Fee Estimator
Location
2407 Pacific Avenue, Suite 2 A, Olympia, WA, 98501
Get directionsHistory
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
Columbia River Advisors
Previous Registrations
Prentice Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.