Oscar Casas
Oscar Casas is a CFP-designated registered investment advisor at Tranquility Path Investment Advisors, LLC, based in Matawan, NJ, with 13 years of industry experience. Oscar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Legacy clients may have a different fee schedule.
Fee Estimator
Location
100 Matawan Road, Suite 180, Matawan, NJ, 07747
Get directionsHistory
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
Oscar is an independent insurance agent selling insurance and annuity products since 2011, dedicating a significant amount of time to this activity (about a quarter of his time). He also serves as a volunteer treasurer for a local Cub Scouts pack.
Employment History
Current Registrations
Tranquility Path Investment Advisors, LLC
State Registrations4 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.