Cassedy Financial Group (CFG) provides wealth planning and money management services to high-net-worth families, corporations, and retirement plans. CFG offers both discretionary and non-discretionary asset management and financial consulting. CFG reviews client's investment goals, risk tolerance, and objectives to provide tailored solutions. CFG can structure mutual fund or ETF portfolios to meet client objectives.
Assets Under Management$220M
Clients178
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are for Equity & Balanced Accounts. For Fixed Income Accounts: - First $500,000: 0.75% per year - Next $3,500,000: 0.50% per year - Over $4,000,000: 0.375% per year. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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