Christine Casey
Christine Casey is a registered investment advisor at Private Wealth Asset Management, based in Cedar Rapids, IA, with 7 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 559 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and actual fees paid may differ. Philanthropic accounts and fixed income accounts (90%+ allocation) have separate fee schedules.
Fee Estimator
Location
411 6th Ave. Se, Suite 360, Cedar Rapids, IA, 52401
Get directionsHistory
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
Christine owns multiple rental properties in Iowa since April 2021. She dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Private Wealth Asset Management
Previous Registrations
Wells Fargo Investments, 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.
Exams
More Advisors
- Dalton Bickford, CFP, ChFCChoreo, LLC
- Scott Hume, CFPBerthel Fisher & Company Financial Services, INC.
- Jordan Kuehner, CFPCommonwealth Financial Network
- Jeffrey Johnson, ChFCEdward Jones
- Robert Milbrath, CFPEdward Jones
- William Hahesy, CFAGrit Family Office, LLC