Casey Jorgensen is a registered investment advisor at Dynasty Wealth Management, LLC, based in St. Petersburg, FL, with 10 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. Their firm serves 11 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DWM offers various investment programs with fees ranging from 0.02% to 0.30% of assets invested. There is also an annual minimum account fee of up to $120. These fees do not include securities transaction fees or sub-manager fees. DWM also receives compensation from money managers participating in Model Select portfolios, either as a percentage of the underlying fund's expense ratio (9%-20%) or as a flat fee (3-20 basis points).
Location
200 Central Avenue, 15th Floor, St. Petersburg, FL, 33701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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