Casey Marx is a registered investment advisor at Crown Haven Wealth Management, based in Carmel, IN. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning. Their firm serves 340 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Crown Haven Wealth Management does not directly manage your investments. Instead, they recommend third-party investment advisors (TPIAs) who will manage your money. Crown Haven shares in the fees you pay to the TPIA. The total fees charged by the TPIA, including the portion shared with Crown Haven, will not exceed 3% of the value of your portfolio per year.
Location
11555 N. Meridian St., Suite 560, Carmel, IN, 46032
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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.