MC
CFA
MC
CFA

Martin Cassell

22 Years of Experience

Martin Cassell is a CFA-designated registered investment advisor at Chandler Asset Management INC, based in San Diego, CA, with 22 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 758 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$41.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Hourly Rate:Up to $500/hr
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Location

9255 Towne Centre Drive, Suite 600, San Diego, CA, 92121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Chandler Asset Management INC
April 2003 - Present · 23 yrs
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.
Martin Cassell - Financial Advisor | TrueAdvisor