Thomas Casey
Thomas Casey is a CFP-designated registered investment advisor at Belpointe Asset Management LLC, based in The Villages, FL, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
The Villages, FL
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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 ActivitiesSells Insurance
Thomas is a licensed insurance producer since 2018, dedicating a few hours per week to insurance sales. He is also a real estate broker and affiliate with Park Place Realty Network LLC, spending minimal time on real estate sales and consulting referrals. Additionally, Thomas works part-time at The Villages Golf and Tennis and is the President of the Board of Directors for Red Sox Nation-Villages Charitable Fund.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Dean, Casey Financial Management, LLC
Questar Asset Management, INC.
Fieldpoint Private Securities, LLC
Chase Investment Services CORP.
Advisorsone Wealth Management Group LLC
Advisorsone,llc
State Registrations1 state
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.