Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are charged quarterly, in arrears, based on the average daily balance of assets under management. Fees range from 0.50% to 1.50% annually. There is a minimum annual fee of $6,000, which may be negotiable in certain circumstances. Financial planning as a standalone service is billed hourly at a rate of $145.00 to $400.00 per hour, depending on the planner and scope of advice.
Areas of Practice
Advisor Information
Office location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
Get directionsRegulatory History (1)
Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Christopher is a Senior VP at Cassaday & Company, Inc. managing portfolios and providing financial planning advice, and a Principal at Cassaday & Co Wealth Management, Inc. He also works as an insurance agent for BSI Inc. and Jurs Montgomery Brokerage, and is a partner in PLCS Development LLC.