Cascade Wealth Advisors, Inc

Cascade Wealth Advisors, Inc. is a registered investment adviser located in Wenatchee, Washington, providing investment advisory services since 2012. The firm offers financial planning and consulting services covering various areas such as investment planning, retirement planning, estate planning, and more. Cascade Wealth Advisors also provides discretionary portfolio management services tailored to meet clients' needs and investment objectives. The firm's investment strategies are based on Modern Portfolio Theory and data from industry providers like Morningstar and Standards & Poor's. Clients can choose from three core portfolio allocations: Conservative, Moderate, and Aggressive, each designed for different investment timelines and risk tolerances. The firm charges up to 1% per annum for portfolio management services, with fees payable quarterly based on asset value tiers. Clients may also opt for fixed fees based on asset value or time expended for financial planning and consultation services. Cascade Wealth Advisors acts as a fiduciary, operating under a special rule to act in clients' best interests. The firm does not charge performance-based fees and requires a minimum account size of $500,000 or a flat fee minimum of $5,000 annually. Clients receive regular account statements and performance reports, and the firm has a Business Continuity Plan in place for disaster recovery. Additionally, Cascade Wealth Advisors maintains an information security program and a Privacy Policy to protect clients' personal and confidential information.