Cassandra Taraboletti
Cassandra Taraboletti is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in East Peoria, IL, with 18 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B 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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
235 Everett St, East Peoria, IL, 61611
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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.
Learn about disclosures →Other Business Activities
Cassandra is the president of the Kiwanis Club of Peoria, dedicating about 10-20% of her time until October 2012, and will remain a member. She is also a board member of the Peoria YWCA, spending a few hours per week until her term expires in 2014.
Employment History
Current Registrations
Midwestern Securities Trading Company, LLCBroker
Midwestern Securities Trading Co.,llc
Previous Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
State Registrations1 state
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