CB
CFP

Cassandra Grace Brown

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
32 advisors
Number of Clients
567 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee

LNW charges an annual fee based on a percentage of assets under management, ranging from 0.30% to 0.90%. Fees may be subject to an annual minimum. Fee arrangements, schedules, and account minimums are negotiable. Employees and their families may receive discounted fees. LNW may provide investment consulting or financial planning services on a limited engagement or special project basis, with fees set forth in an investment advisory agreement.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Loading...

Advisor Information

Office location

801 Second Avenue, Suite 1600, Seattle, WA, 98104-1564

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Lnw
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
Highland Private Wealth Management
May 2018 - December 2021 · 3 yrs 7 mos
Cetera Advisor Networks LLCBroker
April 2014 - April 2018 · 4 yrs
J.P. Morgan Securities LLC Broker
October 2012 - March 2014 · 1 yr 5 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.
Cassandra Grace Brown - Financial Advisor | AdvisorDiscover