Casi Fors is a registered investment advisor at Fors Financial, based in Port Angeles, WA, with 23 years of industry experience. Casi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 240 clients with $130M 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 | 1.50% |
Advisory Fee does not exceed 1.50%, with a minimum annual fee of $6,000 per household. Advisory Fees and the minimum annual fee may be lower or waived based on the individual client circumstances, familial relationships, complexity of relationship, existing client, etc.
Fee Estimator
Location
1001 E Front St, Port Angeles, WA, 98362
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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
Casi is on the Financial Committee for the Field Arts and Events Hall, and owns property under Fors Properties, LLC. Casi is also a licensed insurance agent, and all activities require minimal time.
Employment History
Current Registrations
Fors Financial
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
LPL Financial LLC
Hallett & Associates, P.S.
Cambridge Investment Research, INC.Broker
Linsco/private Ledger CORP.Broker
State Registrations1 state
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.