Paul Casey
Paul Casey is a registered investment advisor at Renew Family Wealth, based in Jupiter, FL, with 27 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 92 clients with $94M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Portfolio management fees may be negotiable.
Fee Estimator
Location
1 S. Coastal Way, Unit 104, Jupiter, FL, 33477
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 ActivitiesSells Insurance
Paul assists in the acquisition of multi-family investments through Refuge Investments LLC, dedicating a few hours per week. He also works as an insurance agent for 633 Holdings LLC and is involved with Cornerstone Capital Advisors Group LLC, spending minimal time on each.
Employment History
Current Registrations
Renew Family Wealth
Third Seven Capital LLC
Third Seven Capital LLCBroker
Previous Registrations
Green Vista Capital, LLCBroker
Green Vista Capital, LLCBroker
Sica Wealth Management, LLC
Circle Squared Alternative Investments, LLC
Santander Investment Securities INC.Broker
Bny Mellon Capital Markets, LLCBroker
Bny Capital Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations7 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.