Cassandra Beardslee is a CFP-designated registered investment advisor at Mkd Wealth, based in Troy, MI, with 12 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 240 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MKD Wealth's investment management fees are based on a percentage of the value of your investments and will not exceed 1.75% per year. The fee varies depending on the investment strategy and the amount you invest. Fees are billed quarterly in advance. In limited circumstances, a client can choose to pay a flat fee for investment management services.
Location
1301 W. Long Lake Road, Suite 210, Troy, MI, 48098
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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 ActivitiesSells Insurance
Cassandra is an independent insurance agent licensed to sell life, disability, and long-term care insurance, dedicating minimal time to this activity. She also partially owns a residential rental property, spending minimal time on it.
Employment History
Current Registrations
Mkd Wealth
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations1 state
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.