Thomas Casey is a registered investment advisor at Intellectus Partners, LLC, based in Charlotte, NC, with 21 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 192 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intellectus Partners offers wealth management services where fees range from 0.50% to 2.00% annually based on the value of your portfolio. The fee is paid quarterly, in advance, and is based on the average daily balance from the prior quarter. Fees may be negotiable. For wealth coaching services, there is a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%, paid quarterly in arrears.
Location
15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a managing member of Pacific Plunders, LLC, IP Group, LLC, Intellectus Ventures, and Intellectus Capital, LLC, all investment-related businesses. He also serves on the board of advisors for Marcus & Associates, LLC, an executive recruiting firm for life sciences, dedicating minimal time to this role.
Employment History
Current Registrations
Intellectus Partners, LLC
Previous Registrations
Deutsche Bank Securities INC.
Lehman Brothers INC.
State Registrations2 states
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