Casey Dickinson is a registered investment advisor at Truadvisors, based in Tampa, FL. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 172 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
3030 N Rocky Point Drive, Suite 280, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Casey owns a digital marketing company focused on small businesses in the food and e-commerce space, providing services like graphic design, web development, and product photography.
Employment History
Current Registrations
Truadvisors
State Registrations1 state
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