Cascade Investment Group manages investment portfolios and provides financial planning and brokerage services for individuals, families, and institutions. The firm offers the Portfolio Freedom Account program, providing ongoing portfolio management on either a discretionary or non-discretionary basis based on each client's specific goals, risk tolerance, and time horizon. Cascade Investment Group also offers pension consulting services for retirement plans and comprehensive financial planning covering budgeting, cash flow, investments, insurance, retirement, estate considerations, and special needs planning. Cascade Investment Group is majority owned by The Eastern Colorado Bank and operates as both a registered investment advisor and a registered broker-dealer, executing trades through its clearing firm, RBC Capital Markets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees for accounts over $1,000,000 are negotiable. Discounts may be offered to family members and friends of associated persons.