This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2002
- Office Locations
- 1
Office Locations
About Tassel Capital Management, INC
Tassel Capital Management is a fee-only, fiduciary RIA based in Matthews, NC (serving clients since 2002) providing comprehensive and custom financial planning alongside discretionary investment management. The team advises on retirement and withdrawal strategy, portfolio risk, tax reduction, college savings, and estate planning, and supports clients virtually across 18+ states. Portfolios often use ETFs and mutual funds, with custody available at Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM BOROUGHS ERTEL
Chief Compliance Officer, President
- CRD
- #3057870
- Ownership
- 50% but less than 75%
BRADLEY PALMER KENDALL
Financial Planner
- CRD
- #7166341
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
Susan Jackson Kelly
Vice President.
- CRD
- #8108284
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $266,028,959 | $312,975 |
| Non-Discretionary | $0 | -- |
| Total | $266,028,959 | $312,975 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing