Chad Cassiani
Chad Cassiani is a registered investment advisor at Integrity Advisory Solutions, based in Naples, FL, with 16 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
Naples, FL
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Chad is involved in several business activities, including owning Cassiani Law Offices (primarily tax & estate planning), New Heights Insurance Services (fixed insurance sales), Executive Realty Services (rental real estate), Wealth Format System (investment advisory services), and New Heights Investment Advisory (accounting entity). He dedicates about a quarter of his time to the law office and insurance sales, minimal time to real estate and the investment advisory accounting entity, and full-time to the investment advisory services.
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Integrity Alliance, LLC
Gladstone Wealth Partners
Brookstone Capital Management LLC
First American National Investment Advisors, LLC
New Heights Investment Advisory, INC.
State Registrations2 states
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.