Cassaday & Company, Inc.

Cassaday & Co Wealth Management, LLC, established in McLean, VA, is a registered investment adviser specializing in managing investment portfolios for various clients, including individuals, retirement plans, trusts, and businesses. The firm is part of the Focus Financial Partners, LLC partnership and offers financial planning services in addition to investment management. Clients can expect a fee structure ranging from 0.50% to 1.50% of assets under management, with a minimum annual fee of $6,000. The firm primarily recommends portfolios of actively managed assets, utilizing mutual funds and ETFs, and may also offer model portfolios. Clients have the option to obtain financial solutions through UPTIQ Treasury & Credit Solutions, LLC, and insurance solutions through Focus Risk Solutions, LLC. Cassaday & Co is a fiduciary under ERISA and the IRC, acting in the best interests of clients. The firm does not provide legal, tax, or actuarial advice. Clients have the ability to impose restrictions on the management of their accounts, and the firm does not vote proxies on behalf of clients. Cassaday & Co has no disciplinary information and maintains a Code of Ethics for all supervised persons. The firm's financial information indicates stability and no impairments to meeting client commitments.