Caleb Casto is a CFP-designated registered investment advisor at Vandalia Wealth, based in Charleston, WV, with 7 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 469 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor. Wealth management may alternatively be charged as a fixed engagement fee ranging from $5,000 to $50,000.
Fee Estimator
Location
500 Corporate Landing, Sutie 201, Charleston, WV, 25311
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
Caleb operates Vandalia Wealth Management as a DBA for his investment advisory business. He is also an insurance agent since 2018, selling life, accident and health, and variable life and annuity products, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Vandalia Wealth
Axxcess Wealth Management, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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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