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
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher serves on the board of the Cassaday and Company Advised Fund, dedicating minimal time annually to charitable disbursements. He also works full-time as First VP at Cassaday & Company and Principal at Cassaday & Co Wealth Management, LLC, and spends a few hours per week as an agent for BSI, Inc. and Jurs Montgomery Brokerage, selling insurance products and fixed annuities.