Stephan Cassaday
Stephan Cassaday is a CFP-designated registered investment advisor at Cassaday & Company, INC., based in Mclean, VA, with 48 years of industry experience. Stephan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,267 clients with $7.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cassaday & Co Wealth Management charges a percentage of your portfolio each quarter, based on the average daily balance. The annual fee ranges from 0.50% to 1.50%. New clients' fees are prorated for the first quarter. There is a $6,000 minimum annual fee, which may be negotiable in certain circumstances.
Location
8180 Greensboro Drive, Suite 1180, Mclean, VA, 22102
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1993Other Business ActivitiesSells Insurance
Stephan is a statutory agent for Royal Alliance Associates, selling variable annuities, dedicating a few hours per week. He is also president of Cassaday and Company, Inc. and CEO of Cassaday and Co Wealth Management, LLC, spending full-time hours in these roles, and offers insurance products through BSI, Inc. and Jurs Montgomery, spending minimal time on these activities.
Employment History
Current Registrations
Cassaday & Company, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cassaday & CO INC
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
Johnston, Lemon & CO. IncorporatedBroker
State Registrations51 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.