Neal Treanor is a registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 17 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.
Learn about disclosures →Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Grayscale Securities, LLCBroker
F/m Distributors, LLCBroker
Wellington Funds Distributors INC.Broker
State Street Global Advisors Funds Distributors, LLCBroker
Mmc Securities CORP.Broker
Metlife Investors Distribution CompanyBroker
Metlife Securities INC.Broker
New England SecuritiesBroker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Loomis Sayles Distributors, L.P.Broker
Citizens Financial Services INC.Broker
Suretrade INC.Broker
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.