Ian Cassel
Ian Cassel is a registered investment advisor at Intelligent Fanatics Capital Management, LLC, based in Lititz, PA, with 7 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intelligent Fanatics Capital Management charges a management fee based on a percentage of your assets under management.
For separately managed accounts, the fee is 2.5% per year, charged monthly.
For the Fund, the management fee is 1.0% per year for Class A Interests and 2.5% per year for Class B Interests. Class A Interests also have a performance-based fee of 20% of net capital appreciation, subject to a high water mark.
Location
Lititz, PA
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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 Activities
Ian is the founder and co-owner of MicroCapClub, LLC, an investment forum, dedicating about 10-20% of his time to it. He is also the co-owner of Intelligent Fanatics LLC, a company that studies world leaders, dedicating a few hours per week to this endeavor.
Employment History
Current Registrations
Intelligent Fanatics Capital Management, LLC
State Registrations1 state
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