Casey Morris
Casey Morris is a CFP-designated registered investment advisor at Capstone Pacific Investment Strategies, based in Fort Collins, CO, with 18 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 303 clients with $47M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable. Family accounts living in the same household may be combined to reach lower fee tiers.
Fee Estimator
Location
Fort Collins, CO
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Casey receives trail commissions from various insurance companies for non-securities related business, requiring minimal time.
Employment History
Current Registrations
Capstone Pacific Investment Strategies
Previous Registrations
American Portfolios Advisors, INC
State Registrations6 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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