Cassidy Fisher is a registered investment advisor at Castle Coast Wealth, LLC, based in La Jolla, CA, with 1 years of industry experience. Cassidy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 306 clients with $420M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
This is a blended fee schedule.
Fee Estimator
Location
4225 Executive Square, Suite 1030, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Castle Coast Wealth, LLC
State Registrations1 state
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