Kassondra Dykema
Kassondra Dykema is a registered investment advisor at Family Retirement LLC, based in Seattle, WA, with 8 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 47 clients with $22M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001, but not greater than 1%.
Fee Estimator
Location
1700 Westlake Avenue North, Suite 200, Seattle, WA, 98109-6212
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
Kassondra owns rental properties in Arizona and Connecticut. She spends no time on this activity during market hours.
Employment History
Current Registrations
Family Retirement LLC
Previous Registrations
R & R Retirement Services, INC
State Registrations3 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.