Cable Hill Partners, LLC
Assets Under Management
$2.0B
Number of Clients
751
Number of Advisors
N/A
Average Client AUM
$2.6M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cable Hill Partners offers investment advisory services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses and their retirement plans. They develop customized investment strategies based on client goals, risk tolerance, and financial situations. The firm may recommend independent managers and provides retirement plan advisory services.
Fee Structure
Investment management fees range from 0.50% to 1.50% annually, based on portfolio size and complexity. The firm imposes a minimum fee of $10,000, which may be waived. Financial planning services are offered for a fixed fee of up to $10,000, negotiable based on complexity. Retirement plan advisory fees are up to 1.00% annually or a negotiated fixed fee, with a $5,000 minimum, which may be waived. Clients are responsible for custody and securities execution fees.
Areas of Practice
Location
1155 SW Morrison Street, Suite 400, Portland, OR, 97205