Casey Davis is a registered investment advisor at Landing Point Financial Group, based in Avon, OH, with 2 years of industry experience. Casey 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, High Net Worth, and 4 more. Their firm serves 743 clients with $380M 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 | 1.80% |
The maximum advisory fee is 1.8% of the value of your portfolio. Fees may be negotiable based on the size and nature of the relationship, services rendered, and complexity. Financial planning services may be included in this fee.
Fee Estimator
Location
36901 American Way, Suite 7, Avon, OH, 44011
Get directionsHistory
Regulatory History (1)
Criminal
September 1993Employment History
Current Registrations
Landing Point Financial Group
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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