Cascadia Investment Consultants offers investment advisory and management services, primarily on a discretionary basis, meaning they make investment decisions for you. They also provide financial and investment planning, charging hourly or flat fees for those who don't need ongoing investment management. Cascadia operates on a fee-only basis, avoiding commissions and working directly for clients. They create personalized investment plans and invest in various asset classes, emphasizing low-cost options like mutual funds and ETFs.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$700K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees on balances in excess of $1 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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