Casey Fitchett is a CFP-designated registered investment advisor at Pine Haven Investment Counsel, INC., based in Missoula, MT, with 3 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 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 are negotiable for accounts over $5,000,000 and under certain other circumstances such as family holdings or automatic contributions.
Fee Estimator
Location
Missoula, MT
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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
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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