Kasey Gaines is a CFP-designated registered investment advisor at Psalm Capital, based in Miami, FL, with 5 years of industry experience. Kasey 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, Investment Management. Their firm serves 6 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Psalm Capital
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
State Registrations3 states
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