Cassaday & Company, INC.
Assets Under Management
$6.0B
Number of Clients
3,155
Number of Advisors
27
Average Client AUM
$1.9M
AUM per Advisor
$221.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cassaday & Co Wealth Management manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. They determine client investment objectives and risk profiles to design written investment policy statements. The firm primarily recommends portfolios of actively managed assets, and may use passive investments. They also offer financial planning services.
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
Location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102