Steven Ulrich
Steven Ulrich is a CFP-designated registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,267 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cassaday & Co Wealth Management charges a percentage of your portfolio each quarter, based on the average daily balance. The annual fee ranges from 0.50% to 1.50%. New clients' fees are prorated for the first quarter. There is a $6,000 minimum annual fee, which may be negotiable in certain circumstances.
Location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
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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 ActivitiesSells Insurance
Steven works as an insurance agent for BSI, Inc. and Jurs Montgomery, dedicating minimal time to each. He also works nearly full-time as an Associate Vice President at Cassaday & Co Wealth Management, LLC, and spends minimal time as a notary and treasurer for a non-profit.
Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cassaday & CO INC
Royal Alliance Associates, INC.
Re Advisers Corporation
Re Investment CorporationBroker
State Registrations15 states
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.