Advisor at Cascadia Investment Consultants
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
Cascadia Investment Consultants
Location
Eugene, OR
Credentials
CFA®, Series 65, Series 66
Industry experience
15 years
Wayne Lottinville is a CFA charterholder with 15 years of industry experience. He has been principal of Cascadia Investment Consultants since 2003. The firm provides discretionary, fee-only investment advisory and portfolio management services to individuals, high-net-worth clients, conservatorships, and private trusts and estates. Cascadia emphasizes a top-down asset allocation approach focused on diversification, low costs, and the use of broadly diversified mutual funds, ETFs, and certificates of deposit, supplemented by individual stocks and bonds as needed.
Based on Cascadia Investment Consultants
Flat fees charged for financial planning or consulting
$0 - $500,000: 0.90% annually (0.225% quarterly) $500,000 - $1,000,000: 0.75% annually (0.1875% quarterly) $1,000,000+: Negotiable
Hourly fees charged for financial planning or consulting
Account minimum: $250,000 Fee-only: Fee-only basis, no commissions or third-party compensation
Eugene, OR
Oregon
Cascadia Investment Consultants
2003 - Present (23 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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Tailored Financial Planning
Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!
CFP®, Series 65
Eugene, OR
Guiding Financial, LLC
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