Advisor at Horst & Graben Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Horst & Graben Wealth Management, LLC
Location
Portland, OR 97223
Credentials
CFP®, ChFC®, Series 66
Industry experience
23 years
Casey Cleveland is a CFP® and ChFC® with 23 years of experience in the financial services industry. He has worked at Horst & Graben Wealth Management, LLC since 2018, following prior roles at CGC Financial Services and Royal Alliance Associates, Inc. He holds a life and health insurance license and occasionally reviews insurance policies as part of his practice. Horst & Graben Wealth Management provides advisory services to individuals, retirement plans, trusts, estates, and business entities. The firm employs a tactical asset allocation strategy with diversified portfolios, emphasizing risk control and tax considerations, and manages a large asset base with a small advisory team.
Based on Horst & Graben Wealth Management, LLC
Fixed fees for financial planning: $2,000 initial plan, $400 per additional scenario, $400 for investment reviews, $400 for budget review, $200 for debt reduction plan
$25,000 - $99,999: 1.60% $100,000 - $249,999: 1.40% $250,000 - $499,999: 1.375% $500,000 - $749,999: 1.25% $750,000 - $1,249,999: 1.00% $1,250,000 - $1,999,999: .90% $2,000,000 - $4,999,999: .75% $5,000,000 - $24,999,999: .60% $25,000,000+: .40%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $400 for investment management services Fee-only: Fixed fee financial planning starting at $2,000 for initial plan, plus additional fees for scenarios and reviews ($400 each)
6600 Sw 92 Nd Ave, Suite 210
Portland, OR 97223
Oregon · Texas
Horst & Graben Wealth Management, LLC
2018 - Present (8 years)
Cgc Financial Services
2006 - 2018 (12 years)
Royal Alliance Associates, Inc.
2002 - 2019 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Empowering Finance, LLC
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