Casey Berrall is a registered investment advisor at Bkm Wealth Management, based in Brookfield, WI, with 22 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 608 clients with $650M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees may be based on cumulative household assets under management. Fees for stand-alone Investment and Portfolio Management are not to exceed 1.50%. Existing clients will be grandfathered and charged according to their existing fee rate. Fees above $3,000,000 are negotiable.
Fee Estimator
Location
20300 Water Tower Boulevard, Suite 250, Brookfield, WI, 53045
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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 Activities
Casey is a trustee for the BKM Wealth Management 401k, dedicating minimal time to this investment-related activity. This involves overseeing the Finet Practice 401k.
Employment History
Current Registrations
Bkm Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.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.