Assets Under Management
$378.0M
Number of Clients
609
Number of Advisors
5
Average Client AUM
$621K
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cascade Investment Group, Inc. is an SEC-registered investment adviser providing ongoing investment advice based on individual client needs. Services include portfolio management through Portfolio Freedom Accounts (PFA), pension consulting, and financial planning. They may utilize SMA or TAMP programs. Financial planning covers personal, cash flow, investments, insurance, retirement, estate, and special needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903