Cassandra Kirby is a registered investment advisor at Braun-Bostich & Associates INC., based in Canonsburg, PA, with 24 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 269 clients with $250M 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 | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $35.0M | 0.40% |
| $35M+ | 0.35% |
The Advisor generally requires a minimum annual fee of $11,000. Accounts with under $500,000 in AUM will be charged an annual fee of 1.35%. Fees may be negotiable.
Fee Estimator
Location
1600 Ashwood Drive, Ste 1601, Canonsburg, PA, 15317
Get directionsHistory
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
Cassandra owns Personal Ledgers, LLC, a tax preparation business, since March 2016. She spends a few hours per week on this activity.
Employment History
Current Registrations
Braun-Bostich & Associates INC.
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.