Gary Cassell
Gary Cassell is a registered investment advisor at Premier Wealth Advisory Services, INC., based in Chesterfield, MO, with 38 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 59 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Wealth Advisory Services charges fees based on the value of your investments.
- Active Management Services: Fees range from 0.75% to 1.95% per year.
- Portfolio Management Services: Fees range from 0.35% to 1.95% per year.
Location
16100 Chesterfield Pkway West, Suite 360, Chesterfield, MO, 63017
Get directionsHistory
Regulatory 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
Gary is an independent insurance agent for various independent insurance companies. He is also the owner of Premier Wealth Advisors Services, a registered investment advisor, dedicating about half of his time to this role.
Employment History
Current Registrations
Premier Wealth Advisory Services, INC.
Previous Registrations
Ceros Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Rydex Distributors, INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
Newhard, Cook & CO. IncorporatedBroker
Bagley Securities, INC.Broker
Blinder, Robinson & CO., INC.Broker
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.