Michael Casey is a CFA-designated registered investment advisor at Cullinan Associates, INC., based in Louisville, KY, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 632 clients with $1.5B 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 | 0.65% |
DividendWriting accounts: not more than 0.65% of market value. OverWriting accounts: not more than 0.50% of market value. IndexPlus accounts; not more than 0.40% of market value. Fees for account values above $5,000,000 are negotiable.
Fee Estimator
Location
295 N. Hubbards Lane, Suite 203, Louisville, KY, 40207
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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
Cullinan Associates, INC.
State Registrations1 state
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