We offer our clients an incredible value with fees that are 25% less than most investment firms in our area.
Fees
Cascade Wealth Management is a Fee-Only Registered Investment Advisor serving clients throughout the greater Portland area. The firm does not earn commissions for the sale of financial products. It does not accept monies or other soft dollar compensation (dinners, trips, gifts, etc) from companies that produce financial products or companies that market financial products. The firm's only source of revenue is from fees paid directly by clients.
Many investment advisory firms charge a blended fee that includes both investment management and financial planning. Terry Donahe does not package fees in this manner. He realizes every client is unique and that clients prefer to pay only for the advice and services they actually need and use.
Financial Planning Fees
Financial planning is done on either a project or hourly basis. For projects, we will provide a written quote that will not be exceeded unless the client changes the scope of the project.
Fee Schedule:
| Type | Fee |
|---|---|
| Comprehensive Financial Plan | $2,500-$5,000* |
| Retirement Plan | $2,500* |
| *See the Client Disclosure Brochure for more details | |
Investment Management Fees
The base management fee is 0.75% of the assets under management. The minimum annual investment management fee is $3,750.
Internal expenses inside the portfolio are typically less than 0.25%. Therefore, most clients pay no more than 1.00% in fees.
See how you can reduce your investing costs dramatically.
Fee Schedule:
| Investment Amount | Fee |
|---|---|
| First $1 million | 0.75% |
| $1 million – $2 million | 0.55% |
| $2 million – $3 million | 0.35% |
| $3 million + | negotiable |
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4248 Galewood Street, Lake Oswego, OR 97035 |
