Assets Under Management
$100.9M
Number of Clients
162
Number of Advisors
2
Average Client AUM
$623K
AUM per Advisor
$50.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cadence Wealth Management offers tailored investment advice and financial planning services. Investment advice is provided on a continuous basis, guided by the individual needs of the client. Financial plans may include a personal balance sheet and certain projections, primarily addressing retirement planning and college funding.
| Assets Under Management | 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% |
Investment advisory fees are negotiable at our sole discretion. All clients do not pay the same fee.
1420 5th Avenue, #2200, Seattle, WA, 98101