Robert Cassella
Robert Cassella is a registered investment advisor at Cross State Financial Group LLC, based in Robertsdale, AL, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 406 clients with $190M 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 $50K | 1.50% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Rates reflect the firm's standard tiered schedule. Michigan branch uses a separate schedule ranging from 1.25% down to 0.75%. Fees are negotiable.
Fee Estimator
Location
Robertsdale, AL
Get directionsHistory
Regulatory History (1)
Criminal
February 1984Employment History
Current Registrations
Cross State Financial Group LLC
Previous Registrations
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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.