Cascade Wealth Advisors, Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$162,466,710
Total clients
98
66% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
33
Average account size
$1,657,824
Client services
Fee options
Fixed fees negotiated, can be based on asset value or hourly rate; minimum flat fee $5,000 annually
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $3,000,000: 0.50% $3,000,000+: 0.35%
$300 per hour for financial planning and consultation services
Account minimum: $500,000 aggregate account minimum or a flat fee minimum of $5,000 annually Fee-only: Financial planning and consultation services at $300 per hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Cascade Wealth Advisors, Inc
135 S Worthen St, Suite 300
Wenatchee WA 98801, United States
Number of offices
1
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