Corey Casilio is a registered investment advisor at Casilio Leitch Investments, based in Walnut Creek, CA, with 23 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 220 clients with $260M 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 | 1.00% |
Fees may be negotiated.
Fee Estimator
Location
1990 N.California Blvd, Suite 830, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Casilio Leitch Investments
Previous Registrations
Concert Wealth Management
Valentine Capital Asset Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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