William Casey is a CFP, ChFC-designated registered investment advisor at Merit Financial Advisors, based in Manitowoc, WI, with 31 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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