Cascades Capital provides portfolio management services. At the beginning of the client relationship, Cascades Capital will discuss your investment experience and financial circumstances to develop a financial outline and investment plan. Cascades Capital offers limited financial planning services in conjunction with portfolio management services, addressing areas such as cash flow, retirement, and insurance analysis. Cascades Capital manages investment portfolios on a discretionary or non-discretionary basis and may recommend separate account managers.
Assets Under Management$320M
Clients327
Advisors3
Avg. per Client$980K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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