Gassan Kassira is a CFP-designated registered investment advisor at Kassira Wealth Management, LLC, based in Knoxville, TN, with 22 years of industry experience. Gassan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 219 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on various factors including client type, complexity, and total assets under management.
Fee Estimator
Location
Knoxville, TN
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Regulatory History
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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Gassan manages family-related real estate holding LLCs since 2006, handling purchase, sale, and lease of properties. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Kassira Wealth Management, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
Mutual Service Corporation
State Registrations5 states
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