Casey Jorgensen
Casey Jorgensen is a CFP-designated registered investment advisor at Cyndeo Wealth Partners, based in St. Petersburg, FL, with 10 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,225 clients with $3.2B 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 | 2.00% |
Annual fees range from 0.30% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.
Fee Estimator
Location
300 1st Avenue South, 3rd Floor, St. Petersburg, FL, 33701
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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
Cyndeo Wealth Partners
Dynasty Securities, LLCBroker
Previous Registrations
Dynasty Wealth Management, LLC
Dynasty Securities, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
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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