Irene Butler is a CFP-designated registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 10 years of industry experience. Irene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% based on factors such as portfolio size, account composition, and client needs. Subject to a $6,000 minimum annual fee.
Fee Estimator
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 Activities
Irene is an investment committee member for a non-profit organization, attending quarterly meetings to review investment performance. She also works full-time as a Senior Vice President at Cassaday & Co Wealth Management, LLC, assisting with client meetings, onboarding, and financial planning analyses.
Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cassaday & CO INC
Raymond James Financial Services, INC.Broker
Franklin/templeton Distributors, INC.Broker
State Registrations2 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.
Exams
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