Cascade Investment Group, INC.
Assets Under Management
$378.0M
Number of Clients
609
Number of Advisors
5
Average Client AUM
$621K
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cascade Investment Group, Inc. provides ongoing investment advice based on individual client needs. Services include Portfolio Freedom Accounts (PFA), pension and charitable consulting, and financial planning. They may utilize separately managed accounts (SMA) or other Third-Party Account Programs (TAMP).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Investment Supervisory Services (ISS) fees for Portfolio Freedom Accounts are based on a percentage of assets under management, ranging up to 2.50% annually. Pension Consulting fees are negotiated per plan, not to exceed 1.50% of assets under advisement, or a flat fee not to exceed $2,500. Financial planning fees are calculated on an hourly basis, with a maximum of $495 per hour. There is no minimum account size, but CIGI reserves the right to decline management services.
Areas of Practice
Location
444 E. Pikes Peak Avenue, Suite 200, Colorado Springs, CO, 80903