Cassaday & Co Wealth Management manages investment portfolios and provides personalized financial planning for individuals, families, retirement plans, trusts, and businesses. Cassaday & Co Wealth Management builds diversified portfolios primarily using mutual funds and exchange-traded funds, focusing on long-term asset allocation based on modern portfolio theory. In addition to investment management, Cassaday & Co Wealth Management offers financial planning covering retirement, taxes, estate planning, education funding, and insurance. The firm also provides retirement plan consulting services for employer-sponsored benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% based on factors such as portfolio size, account composition, and client needs. Subject to a $6,000 minimum annual fee.