Cadence Wealth Partners (CWP) provides investment management and financial planning services tailored to individual client needs. CWP creates investment plans based on your goals, risk tolerance, and time horizon. CWP also offers financial planning services covering areas like retirement, college, and tax planning. CWP can manage assets held away, such as 401(k)s, using a third-party platform.
Assets Under Management$43M
Clients97
Advisors2
Avg. per Client$450K
Avg. per Advisor$22M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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