Casey Cleveland
Casey Cleveland is a CFP, ChFC-designated registered investment advisor at Horst & Graben Wealth Management, LLC, based in Portland, OR, with 23 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $800M 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 $100K | 1.60% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.38% |
| $500K - $750K | 1.25% |
| $750K - $1.2M | 1.00% |
| $1.3M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.60% |
| $25M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $400.
Fee Estimator
Location
6600 SW 92nd Ave, Suite 210, Portland, OR, 97223
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
Casey is a licensed insurance agent, holding life, health, and variable insurance licenses, and spends minimal time reviewing policies and recommending changes. Casey is also an LLC member of MCFTC LLC, a real estate holding company, which is not investment-related.
Employment History
Current Registrations
Horst & Graben Wealth Management, LLC
Previous Registrations
Cgc Financial Services
Royal Alliance Associates, INC.
Royal Alliance Associates, 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.