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
Matthew is a financial planner at Cassaday & Co Wealth Management, LLC, dedicating full-time hours to financial analysis and planning. He is also an insurance agent for Jurs Montgomery Brokerage and BSI, Inc., selling life, disability, long-term care insurance, and annuities, spending a few hours per week on each.