Casull Financial Advisory provides investment advice and financial planning. They evaluate your financial situation and risk tolerance to tailor recommendations. They primarily manage accounts on a discretionary basis, meaning they make trades without asking you first. The firm's principal owner is Steve Casull.
Assets Under Management$5.9M
Clients38
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.9M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are not negotiable, but discounts are offered to select friends, employees and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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