Glenn Cassidy is a registered investment advisor at Accelerate Retirement, based in Aliso Viejo, CA, with 22 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 916 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Accelerate Investment Advisors manages investment portfolios for clients, charging a fee based on the value of the assets in the account. The maximum annual fee is 1.50%, but fees are negotiated on a per-client basis. There is a minimum account balance of $25,000, though exceptions may apply to employees and relatives of Accelerate or existing clients. Fees are collected quarterly in arrears and are automatically deducted from the client's account.
Location
120 Vantis Dr., Suite 330, Aliso Viejo, CA, 92656
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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 →Other Business ActivitiesSells Insurance
Glenn is an insurance agent for BackNine Insurance Services since 2017, dedicating a few hours per week to working with multiple carriers. He also works as an independent insurance agent for Colonial Surety Company since 2021, spending minimal time offering ERISA-based insurance coverage.
Employment History
Current Registrations
Accelerate Retirement
Previous Registrations
NFP Retirement INC.
Triad Advisors LLCBroker
Resources Investment Advisors
Independent Financial Partners
LPL Financial LLCBroker
Gwfs Equities, INC.Broker
Nationwide Investment Services CorporationBroker
Nationwide Investment Services CorporationBroker
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.