Neal Treanor is a registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 33 years of industry experience. Neal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,267 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cassaday & Co Wealth Management charges a percentage of your portfolio each quarter, based on the average daily balance. The annual fee ranges from 0.50% to 1.50%. New clients' fees are prorated for the first quarter. There is a $6,000 minimum annual fee, which may be negotiable in certain circumstances.
Location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
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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.
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Linda is the Chief Compliance Officer for Cassaday and Co Wealth Management LLC since 2022, dedicating about a quarter of her time. She handles all compliance matters for the firm.
Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cassaday & CO INC
Financial Northeastern Securities, INC.Broker
State Registrations50 states
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