Thomas Cassedy
Thomas Cassedy is a registered investment advisor at Cassedy Financial Group, INC., based in Tampa, FL, with 43 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are for Equity & Balanced Accounts. For Fixed Income Accounts: - First $500,000: 0.75% per year - Next $3,500,000: 0.50% per year - Over $4,000,000: 0.375% per year. Fees are negotiable.
Fee Estimator
Location
113 South Boulevard, Tampa, FL, 33606
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2023Other Business Activities
Thomas is a landlord and collects rent, dedicating minimal time to this activity. He is also a partner in Cassedy Family Holdings LLC, a real estate rental property/passive investment, and serves on the board for the endowment at St. John's Episcopal Church & St. John's Episcopal Day School.
Employment History
Current Registrations
Cassedy Financial Group, INC.
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
D.E. Frey & Company, INC.Broker
Painewebber IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
L. F. Rothschild & CO. IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.