David Schue is a CFA-designated registered investment advisor at Cascade Investment Advisors, INC., based in Oregon City, OR, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 177 clients with $360M 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 | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5 million and for bond portfolios. Accounts between $500k and $1 million and with the firm for over 5 years pay 0.90%.
Fee Estimator
Location
503 High Street, Oregon City, OR, 97045
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 →Other Business Activities
David co-owns an office building called Brooklyn Business Center and is a limited partner in Morrison Funds real estate. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Cascade Investment Advisors, INC.
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.