Michael Casey
Michael Casey is a CFP-designated registered investment advisor at American Executive Advisors, LLC, based in Alexandria, VA, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 39 clients with $8.6M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management fee is negotiable; you may aggregate accounts to negotiate a lower fee.
Fee Estimator
Location
3931 San Leandro Place, Alexandria, VA, 22309
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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
Michael is the owner of MC MGMT, LLC, selling life and health insurance, and co-founder of Bitlyf, LLC, which developed a patent-pending system for digital assets. He spends about 20% of his time on insurance sales and about a quarter of his time on Bitlyf.
Employment History
Current Registrations
American Executive Advisors, LLC
Previous Registrations
Retirement Wealth Advisors, INC.
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.