Cassady Schiller Wealth Management, LLC

Cassady Schiller Wealth Management, LLC, established in 2004, is a registered investment adviser offering investment management services for individuals, retirement plans, trusts, and small businesses. The firm evaluates clients' objectives and risk profiles to develop customized portfolios primarily consisting of mutual funds and ETFs. They may also recommend individual securities and alternative investments. Clients can grant discretionary authority for transactions. Additionally, the firm provides financial planning services covering various areas like taxes, retirement, and education planning. For investment management services, fees are based on a tiered percentage of assets under management, with a minimum annual fee of $2,500. The firm may negotiate fee schedules and exclude certain holdings from fees. Clients may also receive financial planning services billed as a percentage of net worth or on an hourly basis. Cassady Schiller Wealth Management does not charge performance-based fees or participate in side-by-side management. The firm's investment strategies are rooted in Modern Portfolio Theory, focusing on asset allocation decisions. They use commercially available technology and research services for security analysis. Clients are advised on the risks associated with various investment types, including mutual funds, ETFs, equity, and fixed income investments. Cassady Schiller Wealth Management does not have any reportable disciplinary events and provides detailed information on their business practices, fees, investment strategies, and client services in their brochure.