Karen Cassidy
Karen Cassidy is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Arroyo Grande, CA, with 5 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,724 clients with $590M 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 | 2.00% |
Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.
Fee Estimator
Location
Clark & Cassidy, 312 E Branch Street, Arroyo Grande, CA, 93420
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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
Karen is the President of Clark & Cassidy, providing accounting and tax services, dedicating a significant amount of time, especially during tax season. She is also an independent agent for Financial Gravity Enhanced Markets, LLC, selling life, accident, and other lines of insurance, dedicating about 5% of her time to these activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, 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.
Exams
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