Cass Tokarski is a registered investment advisor at Wright Cove Capital, based in Hilton Head, SC, with 22 years of industry experience. Cass operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 41 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
1000 William Hilton Parkway, Suite J15-B, Hilton Head, SC, 29928
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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
Cass is a member/manager of 3 Quid LLC, which invests in start-up businesses and real estate, since 2020. Cass dedicates minimal time to this activity as a passive investor.
Employment History
Current Registrations
Wright Cove Capital
Previous Registrations
Cantor Fitzgerald & CO.Broker
Rbs Securities INC.Broker
UBS Securities LLCBroker
Goldman, Sachs & CO.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.