William Casey is a CFP, ChFC-designated registered investment advisor at Merit Financial Advisors, based in Manitowoc, WI, with 30 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
4400 Calumet Avenue, Suite 201, Manitowoc, WI, 54220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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William is a managing member of Lake Effect Ventures Manitowoc LLC, an apartment rental and venue space, since 2021. He spends minimal time overseeing remodeling and preparation for rental of the venue space.
Employment History
Current Registrations
Merit Financial Advisors
Previous Registrations
Access Investment Advisors INC
Marathon Advisors, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.