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KB
KB

Kenneth Michael Beach

Cascade Investment Group, INC.
45 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Cascade Investment Group, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
609 clients
Average Client Portfolio
$621K average
Assets Under Management
$378.0M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K - $1.0M1.50%
$1M+1.50%

Fees negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1992
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cascade Investment Group, INC.
January 1999 - Present · 27 yrs 1 mo
Cascade Investment Group, INC.Broker
July 1996 - Present · 29 yrs 7 mos
Previous Registrations
Smith Barney INC.Broker
May 1980 - August 1996 · 16 yrs 3 mos
State Registrations19 states
AKAZCACOFLIAIDILMONCNENHNMOHTNTXVAWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.