Erich Cassidy
Erich Cassidy is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in New York, NY, with 19 years of industry experience. Erich operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
13A W 61st St, New York, NY, 10023-0000
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Tower Square Securities, INC.
Walnut Street Securities, INC.
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
PNC InvestmentsBroker
Wachovia Securities, LLCBroker
Chase Investment Services CORP.Broker
E1 Asset Management, INC.Broker
Olympia Asset Management,ltd.Broker
Murjen Financial, INC.Broker
State Registrations17 states
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.