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CB

Cassandra Brashier

21 Years of Experience
Austin, MN
BrokerSells Insurance

Cassandra Brashier is a registered investment advisor at Harbour Investments, INC., based in Austin, MN, with 21 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
249 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.

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Location

401 N Main St, Suite 2, Austin, MN, 55912

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Cassandra is an instructor at Community Education District 196, dedicating minimal time. She also owns MC Brashier Enterprise LLC for business and tax purposes and works nearly full-time as a financial advisor at Avila Wealth Management and Insurance, which includes insurance-related business.

Employment History
Current Registrations
Harbour Investments, INC.
April 2016 - Present · 10 yrs 1 mo
Harbour Investments, INC.Broker
March 2016 - Present · 10 yrs 2 mos
Previous Registrations
The Strategic Financial Alliance
October 2010 - April 2016 · 5 yrs 6 mos
The Strategic Financial Alliance, INC.Broker
October 2010 - April 2016 · 5 yrs 6 mos
Investment Advisors International, INC.
June 2008 - November 2010 · 2 yrs 5 mos
World Group Securities, INC.Broker
March 2004 - November 2010 · 6 yrs 8 mos
State Registrations16 states
AKCAFLIDILMAMDMIMNMONCNYORTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.