Cadence Wealth Management provides personalized investment management and financial planning services to individuals, families, and retirement plans. Founded in 2011 and based in Seattle, Washington with an office in Arizona, the firm tailors its investment strategies to each client's specific goals, time horizon, and risk tolerance. Cadence Wealth Management uses modern portfolio theory, fundamental analysis, and tactical asset allocation to build diversified portfolios consisting of individual stocks, bonds, mutual funds, exchange-traded funds, and real estate investments. In addition to portfolio management, Cadence Wealth Management offers financial planning that typically covers retirement planning, college funding, and risk management. The firm operates on a non-discretionary basis, meaning clients must approve all trades before they are placed.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable at the firm's sole discretion.