Cassilly Financial Group offers investment advice and financial planning to individuals, high net worth individuals, pension and profit sharing plans, and charitable organizations. Cassilly Financial provides tailored investment advice and discretionary portfolio management services. Financial planning services range from broad-based planning to single-subject consultations. Cassilly Financial may use third-party money managers and model portfolios.
Assets Under Management$140M
Clients188
Advisors2
Avg. per Client$720K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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