Advisor at Cassaday & Company, Inc.
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.
Location
Mclean, VA 22102
Credentials
Series 66
Industry experience
4 years
Rachel Boyell is a financial advisor with Cassaday & Company, Inc. in McLean, VA, holding a Series 66 designation and four years of industry experience. She has worked with Cassaday & Company since 2014 and Royal Alliance Associates since 2021. Cassaday & Company manages investment portfolios and provides financial planning and retirement-plan consulting for individuals, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, Modern Portfolio Theory–based approach emphasizing diversified, buy-and-hold allocations primarily using actively managed mutual funds, ETFs, and conservative fixed income securities.
Based on Cassaday & Company, Inc.
Retirement plan consulting services fixed fees range from $5,000 to $100,000 depending on scope
0.50% - 1.50%, negotiable based on assets and other factors
Supervised persons as registered representatives earn commissions from brokerage product sales and insurance commissions
Financial planning standalone services billed at $145 to $400 per hour
Account minimum: $1,000,000 Minimum fee: $6,000 annual minimum fee, negotiable in certain circumstances Fee-only: Financial planning services billed hourly at $145 to $400 per hour if provided standalone; basic financial planning included with investment management
8180 Greensboro Drive, Suite 1180
Mclean, VA 22102
Virginia
Royal Alliance Associates, INC.
2021 - Present (5 years)
Cassaday & Company, Inc.
2014 - Present (12 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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