Christopher Krell
Christopher Krell is a CFP-designated registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 27 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% based on factors such as portfolio size, account composition, and client needs. Subject to a $6,000 minimum annual fee.
Fee Estimator
Location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business ActivitiesSells Insurance
Christopher is a Senior VP at Cassaday & Company, Inc. managing portfolios and providing financial planning advice, and a Principal at Cassaday & Co Wealth Management, Inc. He also works as an insurance agent for BSI Inc. and Jurs Montgomery Brokerage, and is a partner in PLCS Development LLC.
Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cassaday & CO INC
State Registrations39 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.
Exams
More Advisors
- Matthew Blunt, CFPCassaday & Company, INC.
- Sean Gallahan, CFPCassaday & Company, INC.
- Robert Blankenship, CFACassaday & Company, INC.
- Stephan Cassaday, CFPCassaday & Company, INC.
- Samuel Ferro, CFPCassaday & Company, INC.
- Carmen Bississo, CFPCassaday & Company, INC.