Cascio Wealth Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Cascio Wealth creates an Investment Policy Statement for each client, outlining their financial situation. Cascio Wealth may recommend mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and treasury inflation protected/inflation linked bonds. Cascio Wealth requires discretionary authority to execute transactions without prior permission.
Assets Under Management$3.2M
Clients19
Advisors1
Avg. per Client$170K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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