Cascade Wealth Advisors provides investment management and financial planning services to individuals, families, trusts, and businesses. The firm builds personalized investment portfolios primarily using exchange-traded funds and mutual funds, following a disciplined buy-and-hold strategy based on academic research. In addition to managing investments, the firm offers comprehensive financial planning covering retirement, taxes, estate planning, charitable giving, and education funding. Cascade Wealth Advisors operates on a fee-only basis and acts in the best interest of its clients.
Assets Under Management$230M
Clients115
Advisors3
Avg. per Client$2M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.40% |
| $6M+ | 0.67% |
Fees may be negotiable in special circumstances such as family aggregation or intent to increase assets under management within 12 months.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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