Casey Fitchett is a CFP-designated registered investment advisor at Pine Haven Investment Counsel, INC., based in Fairhaven, MA, with 2 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 84 clients with $190M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for assets over $5,000,000.
Fee Estimator
Location
Fairhaven, MA
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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 is a contributing writer for Northern Wilds Media, LLC, an outdoor lifestyle magazine, since 2015. Casey spends minimal time interviewing individuals and synthesizing information for a monthly magazine article.
Employment History
Current Registrations
Pine Haven Investment Counsel, INC.
State Registrations2 states
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