Alexander Casas is a registered investment advisor at Rock Steady Wealth, INC., based in Richmond, VA, with 12 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $3.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rock Steady Wealth's primary service is managing your investments for a fee based on the value of your portfolio. The annual fee ranges from 0.5% to 1.00%, determined through negotiation. There is a $2,500 minimum annual fee. The fee includes risk assessment, ongoing communication, quarterly meetings, rebalancing, portfolio analysis, and custodian changes.
Location
3301 Rosedale Ave, Suite D, Richmond, VA, 23230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexander is a member owner of Casas Computer Consulting, LLC, providing IT consulting and services, dedicating about 10-20% of his time. He is also a member owner of Richmond Aerial Drone, LLC, providing aerial film and photography productions, spending a few hours per week, and the President of Operations and Treasurer for BUILD, RVA, a non-profit makerspace and STEM education facility, dedicating about a quarter of his time.
Employment History
Current Registrations
Rock Steady Wealth, INC.
Previous Registrations
Deckert Financial Management INC
State Registrations2 states
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