Advisor at Wright Cove Capital
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wright Cove Capital
Location
Hilton Head, SC 29928
Credentials
Series 63, Series 65
Industry experience
22 years
Cass Tokarski is a financial advisor at Wright Cove Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cantor Fitzgerald & Co. Tokarski is also a passive investor and member/manager of 3 QUID LLC, a company that invests in start-up businesses and real estate. Wright Cove Capital is a boutique, two-advisor firm offering fee-only, discretionary investment management to individuals, high net worth clients, families, and business entities. The firm uses a blend of fundamental and technical analysis along with third-party research and computerized asset-allocation tools to create diversified portfolios tailored to client objectives, with formal monthly portfolio reviews and at least annual client meetings.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Account minimum: $1,000,000 Fee-only: Fees charged on a fee-only basis with no commissions.
1000 William Hilton Parkway, Suite J15 B
Hilton Head, SC 29928
South Carolina
3 QUID LLC
2020 - Present (6 years)
Wright Cove Capital, LLC
2019 - Present (7 years)
Research & Develop Business Plan
2018 - 2019 (1 year)
Cantor Fitzgerald & Co
2014 - 2018 (4 years)
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