Cascade Wealth provides wealth management services to individuals, high net worth individuals, trusts, and estates. Cascade Wealth offers customized wealth management services including investment management and related financial planning. Cascade Wealth typically employs a long-term investment focus while providing discretionary and non-discretionary management and financial planning services. Cascade Wealth works closely with each Client to identify their personal and investment goals as well their financial situation, time horizon and tolerance for investment risk.
Assets Under Management$31M
Clients30
Advisors1
Avg. per Client$1M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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