Cade
Schacher
Woodmont Investment Counsel, LLC
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About this Advisor
Cade Schacher is a financial advisor based out of Nashville, Tennessee with a total of 2 years of industry experience. Schacher currently works for Woodmont Investment Counsel, LLC. Schacher has gained experience at State Farm, Insurancequotes.Com, Dick Sporting Goods, Washingtons Sports Bar, Metropolitan State University, Colorado State University Global Campus, Regis University, Jpmorgan Chase Bank, Jp Morgan Securities LLC and Woodmont Investment Counsel. Schacher maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Woodmont Investment Counsel, LLC is an advisory business operating out of Nashville, TN. The investment advisory business has a total of 13 employees. It controls $1 billion in total assets between its 1,176 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves 21 charitable organizations. Of its 1,176 accounts, 76% belong to high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely vary depending on which services are offered. However, fee types billed by Woodmont Investment Counsel, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Woodmont Investment Counsel, LLC Brokerage Details
$1,247,837,157
13
1,176
$1,061,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cade Schacher Work History
Cade has been registered as a financial advisor for 2 years.*
Woodmont Investment Counsel
Regis University
Jpmorgan Chase Bank
Jp Morgan Securities LLC
State Farm
Colorado State University Global Campus
Insurancequotes.Com
Dick Sporting Goods
Metropolitan State University
Washingtons Sports Bar
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cade Schacher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Woodmont Investment Counsel, LLC
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Nashville, TN
Wildwood, MO
Nashville, TN
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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