Casey Bollock is a CFP-designated registered investment advisor at Captrust, based in Indianapolis, IN, with 8 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 41,750 clients with $1200B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.
Fee Estimator
Location
9100 Keystone Crossing Suite 700, Indianapolis, IN, 46240
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 Activities
Casey manages rental properties since 2021, spending minimal time on this activity. This activity is not investment-related.
Employment History
Current Registrations
Captrust
Previous Registrations
Column Capital Advisors, LLC
Four Quadrant Wealth Advisors, INC.
Bkd Wealth Advisors, LLC
LPL Financial LLCBroker
LPL Financial 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
More Advisors
- John Denger, CFPCaptrust
- John Kirkpatrick, CFPCaptrust
- Benjamin Gardner, CFPCaptrust
- Mariah Day, CFPCaptrust
- Sarah Grecco, CFPCaptrust
- Charlsie Ashlock, CFPCaptrust