Cassandra Stiff
Cassandra Stiff is a registered investment advisor at Bcg Securities, INC., based in Lilburn, GA, with 24 years of industry experience. Cassandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
650 Hillcrest, #100, Lilburn, GA, 30047
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
Cassandra is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. She also serves on the board of the Kennesaw Business Association and the Douglas County School System Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
Bcg Securities, INC.
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Previous Registrations
Nationwide Securities, LLCBroker
American Family Securities, LLCBroker
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.
Exams
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