Casey Mccurdy
Casey Mccurdy is a registered investment advisor at Desert Rose Capital Management, INC., based in Reno, NV, with 5 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 735 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.65% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Rates reflect primary investment advisor schedule. Sub-advisor schedule charges 0.85% under $5M, 0.75% for $5M-$10M, and 0.65% over $10M. Reserve accounts charge a flat 0.75%. Fees are negotiable.
Fee Estimator
Location
5470 Kietzke Lane, Suite 300, Reno, NV, 89511
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
Casey is a Field Vice President at Aspen Creek Capital Management, LLC, an insurance agency operating under the DBA Redhawk Advisory. Casey spends about a quarter of their time helping clients with long-term planning through life insurance, annuities, and health insurance.
Employment History
Current Registrations
Desert Rose Capital Management, INC.
Previous Registrations
Redhawk Wealth Advisors, INC.
Coppell Advisory Solutions LLC
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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