Casey Hatcher is a CFP-designated registered investment advisor at Secura Financial, based in Orange, CA, with 18 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 681 clients with $320M 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 | 1.99% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Rates shown are for equity and balanced accounts. Fixed income accounts have separate lower tiers (0.50% down to 0.25%). Combined accounts with financial planning have higher tiers (2.25% down to 0.50%). Subject to a minimum quarterly fee of $1,250 for standard accounts and $1,625 for combined planning accounts.
Fee Estimator
Location
333 City Boulevard West,, Suite 2050, Orange, CA, 92868-2944
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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 →Employment History
Current Registrations
Secura Financial
Arkadios CapitalBroker
Previous Registrations
Stone Hatcher Financial
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
J.W. Cole Financial, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
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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