Cassandra Beardslee is a CFP-designated registered investment advisor at Mkd Wealth, based in Troy, MI, with 13 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 237 clients with $510M 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 | 1.75% |
Fees vary by investment strategy and asset size, but will not exceed 1.75% per annum. Fees are negotiable.
Fee Estimator
Location
1301 W. Long Lake Road, Suite 210, Troy, MI, 48098
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
Cassandra is an independent insurance agent licensed to sell life, disability, and long-term care insurance, dedicating minimal time to this activity. She also partially owns a residential rental property, spending minimal time on it.
Employment History
Current Registrations
Mkd Wealth
Previous Registrations
UBS Financial Services INC.
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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