Casey Kha is a CFP-designated registered investment advisor at Fca CORP, based in Fort Worth, TX, with 6 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, Insurance Planning, and 4 more. Their firm serves 183 clients with $620M 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 |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
Rates are negotiable. For assets of $1,000,000 or less, the rate is 1.0% per annum, and for assets greater than $1,000,000, the rate is less than 1% per annum.
Fee Estimator
Location
1601 8th Avenue, Fort Worth, TX, 76104
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Regulatory History (1)
Criminal
December 2001Other Business Activities
Casey is a member and consultant for Gamma Enterprises LLC (DBA "Shinjuku Station"), a full-service restaurant, since 2011. This not investment-related and takes minimal time.
Employment History
Current Registrations
Fca CORP
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
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.
Exams
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