Cascade Wealth Management Solutions Inc. (CWMS) provides investment management and financial planning services to individuals. CWMS determines investment strategies based on client goals, risk tolerance, and time horizon. Financial planning includes a full financial plan or consultation services on individual topics. Clients can impose restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1000K | 2.30% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 1.35% |
Annual fee is negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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