Cassandra Golden is a CFP-designated registered investment advisor at May Hill Capital, LLC, based in Moseley, VA, with 1 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 113 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
May Hill Capital's wealth management fees are based on the average daily market value of your investments and are paid quarterly in advance. Fees range from 0.30% to 0.90% annually, depending on the complexity of services, the amount you invest, and your overall relationship with May Hill. May Hill may also offer a fixed annual fee, tiered fee schedule, or fixed dollar amount. There is a $15,000 minimum annual fee, which may be reduced or waived. If May Hill uses independent managers, the total blended fee will not exceed 2.00% annually.
Location
Moseley, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
May Hill Capital, LLC
Previous Registrations
Single Point Partners
State Registrations1 state
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