Casey Rose
Casey Rose is a registered investment advisor at Fortress Family Asset Management LLC, based in Colorado Springs, CO. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3 clients with $180K 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Colorado Springs, CO
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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 ActivitiesSells Insurance
Casey is a sole proprietor in Colorado Springs, CO, engaged in insurance sales and services as an insurance agent since January 2025. This activity takes about a quarter of Casey's time, with half of that time occurring during securities trading hours.
Employment History
Current Registrations
Fortress Family Asset Management LLC
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.