Joseph Casselman
Joseph Casselman is a ChFC-designated registered investment advisor at Farther, based in Summerville, SC, with 21 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
10570 Dorchester Rd., Summerville, SC, 29485
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Regulatory History (1)
Employment Separation After Allegations
April 2011Other Business ActivitiesSells Insurance
Joseph is a licensed insurance agent since 2002, selling insurance products. This takes nearly full-time, with a few hours per week during trading hours.
Employment History
Current Registrations
Farther
Waypoint Strategic Advisors
Previous Registrations
Casselman Financial Strategies
Park Avenue Securities LLC
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.