Thomas Casey is a registered investment advisor at Intellectus Partners, LLC, based in Charlotte, NC, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 186 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Wealth management fees generally range from 0.50% to 2.00% annually depending on relationship size, complexity, and other factors. Fees are negotiable. Certain clients may pay fixed fees or performance-based fees.
Fee Estimator
Location
15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277
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
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
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
- Andrew Deangelis, CFAVenture Visionary Partners LLC
- Chad Wilfong, CFPWells Fargo Advisors
- Justin Viviano, CFPModera Wealth Management, LLC
- Nicholas Walker, CFP
- Don Stamas, CFPDefender Capital
- David Rotatori, CFPBeacon Capital Advisory Group