Robert Casey is a registered investment advisor at Santa Barbara Management, based in Chicago, IL. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Tax Planning. Their firm serves 5 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Santa Barbara Management's fees are based on the value of your portfolio, generally ranging from 0.30% to 0.50% per year. However, the annual asset-based portion of fees may fall outside of this range in certain situations. If a third-party subadvisor manages a portion of your portfolio, they will charge an additional fee.
Location
10 E. Ohio St., 2nd Floor, Chicago, IL, 60611
Get directionsHistory
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
Robert is Vice President and Partner at Partners Fund, Inc., advising on investments and operations, dedicating about 10-20% of his time. He also manages Old Campus Holdings, LLC (investment real estate) and is a member of several SPVs related to his former employer, IGSB, spending minimal time on these passive investments.
Employment History
Current Registrations
Santa Barbara Management
State Registrations4 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.