Casey Marx is a registered investment advisor at Crown Haven Wealth Management, based in Carmel, IN, with 1 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 394 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Crown Haven does not directly manage assets or charge direct AUM fees. Fees are charged by recommended third-party investment advisers, and Crown Haven shares in a portion of those fees. The total combined fee will not exceed 3.0% annually.
Fee Estimator
Location
11555 N. Meridian St., Suite 560, Carmel, IN, 46032
Get directionsHistory
Regulatory History (5)
Regulatory
March 2024Regulatory
October 2023Regulatory
December 2022Regulatory
December 2015Criminal
March 2015Employment History
Current Registrations
Crown Haven Wealth Management
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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