Karl Appel is a registered investment advisor at Cassilly & Appel, INC., based in Severna Park, MD, with 11 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cassilly & Appel does not directly manage your investments. Instead, they refer you to a third-party investment advisor (TPIA). Cassilly & Appel shares in the fees you pay to the TPIA. The specific fees are disclosed in the TPIA's documents.
Location
570 Baltimore Annapolis Blvd., Severna Park, MD, 21146
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 →Employment History
Current Registrations
Cassilly & Appel, INC.
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.