Casey Kha is a CFP-designated registered investment advisor at Fca CORP, based in Houston, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
For assets greater than $1,000,000, a percentage less than 1% per annum. The rate is negotiable.
Fee Estimator
Location
791 Town & Country Blvd., Suite 250, Houston, TX, 77024-3925
Get directionsHistory
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.