Charles Casassa is a registered investment advisor at LPL Financial LLC, based in Westwood, MA, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
200 Lowder Brook Dr Ste 2100, Westwood, MA, 02090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles acts in a fiduciary capacity for two irrevocable trusts. He spends minimal time on the Christopher A. Casassa Irrevocable Trust and about 1% of his time on the Charles M. Casassa, Jr. Irrevocable Trust.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
1st Global Capital CORP.Broker
State Registrations5 states
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