Cassilly & Appel, Inc. is a registered investment advisor that refers clients to third-party investment advisors (TPIAs). They gather information about your financial situation and investment goals to help you select a suitable TPIA. The TPIAs then manage your portfolio, potentially offering financial planning services as well. Cassilly & Appel shares in the fees paid to the TPIAs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Cassilly & Appel does not directly manage your investments. Instead, they refer you to a third-party investment advisor (TPIA). Cassilly & Appel shares in the fees you pay to the TPIA. The specific fees are disclosed in the TPIA's documents.
Loading...