Casey Vader is a registered investment advisor at Steele Street Private Wealth Management, based in Denver, CO, with 27 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning, Tax Planning. Their firm serves 104 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steele Street Private Wealth Management charges a percentage of your portfolio each year for investment management services. The specific rate is agreed upon in your Investment Advisory Agreement, up to a maximum of 1.50%. Fees are billed quarterly in advance, based on the market value of your portfolio at the end of the previous quarter. Financial planning is included in these fees.
Location
50 S. Steele Street, Suite 501, Denver, CO, 80209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Casey owns rental properties since 1998 and receives rental income. He spends minimal time on this activity, and it is not investment-related.
Employment History
Current Registrations
Steele Street Private Wealth Management
Previous Registrations
Vista Private Wealth Partners LLC
First Financial Equity Corporation
First Financial Equity CorporationBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.