Cascade Financial Strategies provides investment management and financial planning services to individuals, families, and businesses. Cascade Financial Strategies helps clients define their financial goals and objectives, and then recommends an investment approach. Cascade Financial Strategies manages investments on a discretionary basis. Financial planning services can address personal, tax, investment, insurance, retirement, death & disability, and estate issues.
Assets Under Management$120M
Clients329
Advisors3
Avg. per Client$370K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $9.0M | 0.75% |
| $9M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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