Michael Cassella is a registered investment advisor at Atcap Partners, LLC, based in Rockville, MD, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
1445 Research Boulevard, #530, Rockville, MD, 20850
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2013Customer Dispute
March 2003Other Business Activities
Michael is a W2 employee for a healthcare company run by the state, providing home healthcare for his mother through Public Partnership LLC since 2021. This takes nearly full-time, but occurs outside of trading hours.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
National Securities CorporationBroker
MD Global Partners, LLCBroker
Worden Capital Management LLCBroker
Vfinance Investments, INCBroker
National Securities CorporationBroker
Joseph Gunnar & CO. LLCBroker
Lew Lieberbaum & CO., INC.Broker
South Richmond Securities, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.