Cassady Wealth & Retirement Planning offers investment management services on both a discretionary and non-discretionary basis. They also provide financial planning services, including full financial plans and hourly consultations. Additionally, they offer services to qualified retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) investment manager. Investment strategies are tailored to individual client goals, and clients can impose restrictions on investments.
Assets Under Management$160M
Clients230
Advisors5
Avg. per Client$680K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The maximum fee for all charitable accounts will be a fee of no more than 1.0% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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