Cascade Financial Partners, LLC

Cascade Financial Partners, LLC is a Registered Investment Adviser based in San Diego, California, founded in May 2023. The firm offers tailored investment advisory services to individuals and high net worth individuals, with a minimum account size of $1,000,000. Cascade provides discretionary or non-discretionary investment advisory services through various managed account programs, assisting clients in determining the suitability of these programs. Investment strategies may include asset allocation, dollar-cost averaging, technical analysis, and long-term or short-term purchases. Cascade does not charge performance-based fees or engage in side-by-side management. Fees for asset management services range from 0.40% to 0.95% annually based on assets under management. The firm does not compensate for client referrals and does not have physical custody of client funds. Clients may grant Cascade investment discretion, and the firm does not vote proxies on behalf of clients. Cascade prioritizes client privacy and security, with policies in place to protect personal information. The firm does not participate in class action lawsuits or recover damages on behalf of clients. For further details, clients can contact Cascade Financial Partners directly.