Casey Croysdale
Casey Croysdale is a CFP-designated registered investment advisor at Portfolio Medics, LLC, based in Bonita Springs, FL, with 21 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,929 clients with $780M 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 $10.0M | 2.60% |
| $10M+ | 2.60% |
Rates vary by investment strategy: Advisor Managed Portfolios charge 2.60%, Market Trend Strategy charges 1.50%, and Diversified Fund Allocation portfolios charge 1.00% for assets up to $10,000,000. Fees are negotiable for amounts over $10,000,000.
Fee Estimator
Location
27499 Riverview Center Blvd, Suite 406, Bonita Springs, FL, 34134
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 soccer official, refereeing high school and non-affiliated soccer games. Casey is also an insurance agent under Trulip Planning, LLC and Trulip Retirement Planning, LLC, selling insurance products, spending a few hours per week on each activity.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
Horter Investment Management, LLC
Touchstone Advisors INC
Touchstone Securities, INC.Broker
Natcity Investments, INC.
Natcity Investments, INC.Broker
Wrp Investments, INC.
Wrp Investments, INC.Broker
State Registrations5 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
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