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.
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Irene is an investment committee member for a non-profit organization, attending quarterly meetings to review investment performance. She also works full-time as a Senior Vice President at Cassaday & Co Wealth Management, LLC, assisting with client meetings, onboarding, and financial planning analyses.