How does the advisor help clients – Key Takeaways:
When it comes to managing personal finances, individuals often turn to financial advisors for expert guidance and strategies. One such company, CASSIUS FAMILY MANAGEMENT LLC, prides itself on providing top-notch financial services to clients. With a team of experienced advisors and a range of services, CASSIUS FAMILY MANAGEMENT LLC strives to help clients achieve their financial goals and build long-term wealth.
Facts and Insights:
Founded in 2005, CASSIUS FAMILY MANAGEMENT LLC has been in the financial management business for over 15 years. In that time, the company has grown to manage over $500 million in client assets. The team at CASSIUS FAMILY MANAGEMENT LLC consists of 8 advisors who specialize in various areas of financial planning, including investment management, retirement planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15+ years |
Financial Services Offered:
CASSIUS FAMILY MANAGEMENT LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management: CASSIUS FAMILY MANAGEMENT LLC creates personalized investment portfolios based on each client’s unique financial goals and risk tolerance.
- Retirement planning: The advisors at CASSIUS FAMILY MANAGEMENT LLC help clients determine how much they need to save for retirement and create a plan to reach that goal.
- Tax planning: With a deep understanding of tax laws, CASSIUS FAMILY MANAGEMENT LLC works with clients to minimize their tax liability and maximize their wealth.
- Estate planning: The team at CASSIUS FAMILY MANAGEMENT LLC helps clients create an estate plan to ensure their assets are distributed according to their wishes.
Client Types:
CASSIUS FAMILY MANAGEMENT LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The company’s advisors work closely with each client to understand their unique financial situation and create tailored strategies to help them reach their goals.
Fees & Compensation:
CASSIUS FAMILY MANAGEMENT LLC charges clients based on a percentage of their assets under management. This fee structure ensures that the company’s interests are aligned with those of its clients. Additionally, the company is transparent about its fees, and clients can always review a detailed breakdown of charges.
Background:
CASSIUS FAMILY MANAGEMENT LLC was founded by John Cassius, a highly experienced financial advisor with over 25 years of experience in the industry. Over the years, the company has gained a reputation for providing top-notch financial advice and exceptional customer service to its clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CASSIUS FAMILY MANAGEMENT LLC is required to disclose any conflicts of interest that may arise when providing financial advice to clients. The company takes great care to ensure that all disclosures are made in a timely and transparent manner, and any potential conflicts of interest are managed appropriately.
In conclusion, CASSIUS FAMILY MANAGEMENT LLC is a reputable financial services company that provides clients with expert guidance and strategies to help them achieve their financial goals. With a team of experienced advisors and a range of services, the company is well-equipped to help clients build long-term wealth and secure their financial future.