Cascade Investment Advisors

Financial Advisor in Oregon City, OR

Firm Info
Address: 503 High St, Oregon City, OR 97045, USA
Phone: (503) 417-1950

Firm Size
Assets Under Management: $316.9 million
# of Advisors: 3
# of Clients: 441
Client to Advisor Ratio: 147:1
Average Account Size: $718,659
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Cascade Investment Advisors, Inc. Overview

Cascade Investment Advisors, Inc. is an investment advisory firm that has been in business since 2004. Based in Oregon City, OR, the firm is fee-based and offers investment advice only. The firm's focus is on providing portfolio management services to individuals and small businesses. As a fee-based firm, clients of Cascade Investment Advisors, Inc. can expect to pay for services based on a percentage of assets under management. This fee structure ensures that there is no conflict of interest, and that the firm is fully committed to the success of its clients. Cascade Investment Advisors, Inc. is unique in its approach, offering personalized investment advice that is tailored to meet the specific needs of each client. The firm's experienced portfolio managers take great care to understand each client's individual financial situation, goals, and risk tolerance before recommending any investments. This individualized approach has helped the firm to build a strong reputation for outstanding service and customer satisfaction.

CASCADE INVESTMENT ADVISORS, INC. serves a diverse range of clients, including individuals and high net worth individuals seeking tailored investment solutions. Their clients come from different backgrounds and have varied investment goals, ranging from seeking capital appreciation to generating income streams. Regardless of their individual needs, CASCADE INVESTMENT ADVISORS, INC. delivers customized investment plans to meet their clients' objectives. When discussing fee structures, CASCADE INVESTMENT ADVISORS, INC. offers different options depending on the service provided. For those who put their trust in the firm for managing their wealth, they offer percentage of assets under management (AUM) as their fee structure. This ensures that as the client's portfolio grows, the fee paid to the firm increases in tandem. Alternatively, fixed fees are available for clients who have specific, non-management needs, such as financial planning or estate planning. This flexibility allows CASCADE INVESTMENT ADVISORS, INC. to provide a comprehensive range of services tailored to meet the individual needs of their clients.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure of CASCADE INVESTMENT ADVISORS, INC. does not mention anything about their investment minimum.

How This Office Can Help Oregon City, OR Residents

Cascade Investment Advisors is a financial planning and investment management firm based in Oregon City, OR. Their objective is to offer comprehensive financial planning, customized wealth management, and retirement planning to their clients. They specialize in assisting clients with unique situations, including business owners, retirees and individuals with complex investment portfolios around Oregon City, OR. With over 20 years of experience, Cascade Investment Advisors understands the specific financial situations that may arise in Oregon City, OR and strives to provide financial solutions that meet the unique needs of each client. Cascade Investment Advisors can assist Oregon City, OR clients with a range of financial management challenges. For example, they can provide guidance for those who are facing retirement and want to plan for a financially secure future. They can help business owners manage cash flow and plan for the future of their business. Additionally, many clients may need assistance with comprehensive financial planning, consolidating expenses and managing debt. With the help of the investment advisors at Cascade Investment Advisors, those living in Oregon City, OR can take control of their finances and secure a more prosperous financial future.

To view the Minimum Investment and Fee Schedule for Cascade Investment Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Cascade Investment Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Cascade Investment Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 503 High St, Oregon City, OR 97045, USA
Phone (503) 417-1950
Opening Hours
  • Mon 8 AM–4 PM
  • Tue 8 AM–4 PM
  • Wed 8 AM–4 PM
  • Thu 8 AM–4 PM
  • Fri 8 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Cascade Investment Advisors, Inc. is registered to service clients in the following states:

  • Oregon
  • Washington

Disciplinary History

Cascade Investment Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs