Casey Short is a registered investment advisor at Provision Asset, LLC, based in Oak Point, TX, with 11 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 453 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Provision Asset offers several investment management options, each with a different annual fee based on the 'Dynamic', 'Premier', 'Plus', 'Model', or 'Select' program. The fees are:
- Provision Dynamic: 1.90% per year
- Provision Premier: 1.65% per year
- Provision Plus: 1.55% per year
- Provision Model: 1.35% per year
- Provision Select: 1.00% per year
Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly, and there is a minimum quarterly fee of $25.
Location
Oak Point, TX
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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 the President of Provision Retirement, LLC, involved in insurance sales, dedicating about a quarter of their time. Casey is also an instructor for the Council of Financial Educators, spending minimal time educating on retirement topics.
Employment History
Current Registrations
Provision Asset, LLC
Previous Registrations
Gradient Advisors, 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.