Derrick Casey
Derrick Casey is a registered investment advisor at Cornerstone Wealth Management, LLC, based in Seattle, WA, with 19 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 18,812 clients with $4.1B 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 $500K | 2.40% |
| $500K - $1000K | 1.90% |
| $1M+ | 1.40% |
Fees are negotiable. Actual fees may differ based on advisor's previously established fee schedules.
Fee Estimator
Location
1531 Thorndyke Avenue West, Seattle, WA, 98199
Get directionsHistory
Regulatory History (1)
Criminal
April 2000Other Business Activities
Derrick operates Cornerstone Wealth Management, LLC as a DBA for his LPL business, providing financial planning and asset management, taking about half of his time. He also serves as CFO for Seattle Clinical Psychology, a family business, dedicating minimal time.
Employment History
Current Registrations
Cornerstone Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Edward Jones
Edward JonesBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations10 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.