Cassaday & Co Wealth Management manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. Cassaday & Co works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. The firm creates portfolios of mutual funds and ETFs, and may use model portfolios. Cassaday & Co also offers financial planning services, including retirement, education, tax, and estate planning.
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.