Brian Clark is a registered investment advisor at Cassini Capital Management, LLC, based in Tallahassee, FL, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $79M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
1333 N. Adams Street, Tallahassee, FL, 32303
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 Activities
Brian is the CTO of Stagger, LLC, providing software customization and support, dedicating minimal time. He also serves on the board of Ology Brewing Company, LLC, providing strategic advice and budgetary governance, also dedicating minimal time. Brian is also the CTO at Dwell Bot, Inc., dedicating about half his time to research and development.
Employment History
Current Registrations
Cassini Capital Management, LLC
Previous Registrations
Cassini Capital Management, LLC
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.