Jessica Casey is a registered investment advisor at Five Lakes Advisory LLC, based in Richmond, VA, with 11 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, High Net Worth, Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Five Lakes Advisory generally charges fees ranging from $200,000 to $1,000,000 annually for consulting services, based on a baseline rate of $500 per hour. The final fee depends on factors such as the specialized expertise required, expected time spent, complexity of goals, extensiveness of data needed, and the value of your assets.
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Five Lakes Advisory LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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