Cadence Wealth Management, LLC
Assets Under Management
$100.9M
Number of Clients
162
Number of Advisors
2
Average Client AUM
$623K
AUM per Advisor
$50.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cadence Wealth Management offers tailored investment advice and financial planning services. Investment supervisory services are provided on an ongoing basis, tailored to individual client needs. Financial planning services may include balance sheets and projections. They also provide qualified plan consulting.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Investment advisory fees are negotiable at our sole discretion. All clients do not pay the same fee.
Fee Estimator
For investment management, you'll pay an annual fee based on the value of your managed assets (see the table for rates). Financial planning services are generally covered under the AUM fee. If financial planning is provided without investment management, a flat fee between $1,000 and $5,000 will be charged, depending on complexity. Hourly consulting is available at $250 per hour.
Areas of Practice
Location
1420 5th Avenue, #2200, Seattle, WA, 98101