Cascade Investment Advisors manages investments for individuals, helping them reach their financial goals. They create a customized investment policy statement with each client to guide the management of their account. Cascade manages money with and without discretion. Cascade does not offer financial planning or sell products.
Assets Under Management$360M
Clients177
Advisors3
Avg. per Client$2M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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