Cameron Cassedy is a registered investment advisor at Cassedy Financial Group, INC., based in Tampa, FL, with 9 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $220M 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 | 1.50% |
| $500K - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are for Equity & Balanced Accounts. For Fixed Income Accounts: - First $500,000: 0.75% per year - Next $3,500,000: 0.50% per year - Over $4,000,000: 0.375% per year. Fees are negotiable.
Fee Estimator
Location
113 South Blvd, Suite 200, Tampa, FL, 33606
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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 Activities
Cameron owns rental real estate property since 2018 and dedicates minimal time to it. He also serves on the board of the Davis Island Civic Association, as a trustee for the Tampa Bay History Center Foundation, and as the treasurer for the Club of Tampa, each requiring minimal time.
Employment History
Current Registrations
Cassedy Financial Group, INC.
Previous Registrations
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations2 states
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