Frederick Cassilly
Frederick Cassilly is a registered investment advisor at Cassilly Financial, based in Severna Park, MD, with 17 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 188 clients with $140M 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 $100K | 1.30% |
| $100K - $250K | 1.15% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Advisory fee is negotiable, depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
572 Baltimore Annapolis Blvd, Severna Park, MD, 21146
Get directionsHistory
Regulatory History (1)
Criminal
May 2007Other Business ActivitiesSells Insurance
Frederick may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns 50% of a rental property, spending minimal time collecting rent and performing general maintenance.
Employment History
Current Registrations
Cassilly Financial
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 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.