Kerrie Casey is a registered investment advisor at Sageview Advisory Group, LLC, based in Newport Beach, CA, with 21 years of industry experience. Kerrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kerrie works as an advisory representative and retirement plan consultant for Sageview Advisory Group since 2015. These activities are investment-related and take up Kerrie's full-time work hours.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Mmc Securities CORP.
Mmc Securities CORP.Broker
Raymond James Financial Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Princor Financial Services CorporationBroker
Fidelity Investments Institutional Services Company, INC.Broker
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.