Cascade Capital
Why pick this one
Cascades Capital provides fee-only investment advice with advisor fees capped at 1.00% and Schwab Institutional custody.
Best for
- Individuals seeking independent investment advice
- Families incorporating tax considerations and family wealth planning into portfolios
- Trusts and small businesses needing investment management
- Clients planning for corporate retirement plans, college costs, or trust and estate issues
Look elsewhere if
- Clients seeking banking, brokerage, or dealer services
- Clients seeking commission-based investment products
Specialties
- investment management
- wealth management
- corporate retirement plans
- trust and estate planning considerations
- college cost planning
- family wealth planning
Certifications
- SEC-registered investment advisor
- Certified Financial Planning designation held by Harry A. Wellons III
What makes them different
- Independently owned and not affiliated with banks, brokers, dealers, or other financial institutions
- Fee-only investment structure with a maximum advisor fee of 1.00%
- Schwab Institutional serves as custodian for client accounts
- Serves individuals, families, trusts, and small businesses
- Barry Carpenter has over 20 years of asset-management experience
Distilled from this business's own website.
Contact & Location
- Address
- 125 S Elm St Ste 202, Greensboro, NC 27401
- Phone
- 3369078135
- Website
- http://www.cascadescapital.com/
- user@domain.com
Services
- independent investment advice
- portfolio management
- financial planning
- tax-aware investment planning
- retirement planning