Cassandra Smalley Wealth Management offers investment management based on your individual needs and financial planning to help you achieve your goals. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Services are tailored to each client's needs, and clients can place reasonable restrictions on their accounts.
Assets Under Management$37M
Clients32
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Investment Management is available for clients participating in Financial Planning services. In the event Clients utilize our Investment Management and Financial Planning services, only the greater of one fee will be charged to receive both services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...