Casey Paton is a CFA, CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Boston, MA, with 13 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, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
115 Newbury Street, Suite 302, Boston, MA, 02116
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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.
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Casey owns Encore Apparel Company, LLC, an online apparel business, dedicating about 10-20% of their time. Casey also serves on the Board of Directors for the Ukulele Kids Club and is a full-time Relationship Manager at SVB Wealth LLC.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
First Citizens Investor Services, INC.Broker
Svb Wealth
Svb Investment Services INC.Broker
Svb Investment Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
Credit Suisse Securities (USA) LLCBroker
State Registrations2 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.
Exams
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