Donald W. Cash and Associates provides financial planning and co-advisory services, using third-party money managers to manage client accounts. Donald W. Cash and Associates helps clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan their estate. Donald W. Cash and Associates does not have custody of client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.05% |
These fees are for clients working with Focus Partners Advisor Solutions. For clients working with Matson Money, the annual fee is 0.90% of the assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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