Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee Estimator
Springwater charges fees for financial planning, investment management, and wealth management. Financial planning fees range from $5,000 to $10,000 for an initial plan. Investment management and wealth management fees are based on a percentage of assets under management, with minimum annual fees of $4,000 (for portfolios below $500,000) and $9,000 (for portfolios below $1,000,000), respectively. New wealth management clients generally pay a one-time flat fee of $5,000 to $10,000 for their initial financial plan and investment strategy.
Areas of Practice
Advisor Information
Office location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Terence is a managing member of Cascade Wealth Management since 2002, providing financial planning and investment advice. This takes nearly full-time hours.