Cassie Kang
Cassie Kang is a CFP-designated registered investment advisor at Brookwood Investment Group, based in Beverly Hills, CA, with 20 years of industry experience. Cassie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 3,506 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable and generally range up to 2.50% depending on portfolio size, complexity, and other factors. A technology fee of $60 per account is charged annually unless waived.
Fee Estimator
Location
8383 Wilshire Blvd, Suite 800, Beverly Hills, CA, 90211
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 ActivitiesSells Insurance
Cassie is a licensed insurance producer with Brookwood Insurance Group LLC since April 2023, focusing on fixed insurance sales. This takes about 10-20% of her time, with a few hours per week during trading hours.
Employment History
Current Registrations
Brookwood Investment Group
Previous Registrations
Belpointe Asset Management LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan 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.
Exams
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