Cascade Financial Partners offers investment advice tailored to clients' needs and objectives. They review client goals, recommend asset allocation strategies, and prepare written investment strategies. Cascade provides discretionary or non-discretionary investment advisory services through managed account programs. They may also recommend unaffiliated private funds to clients.
Assets Under Management$1.2B
Clients271
Advisors5
Avg. per Client$4.3M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be negotiable at Cascade's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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