Casey Lederer is a registered investment advisor at Trail Financial Planning LLC, based in Bellingham, WA. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 150 clients with $100M 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 | 0.40% |
Additionally, Dominion charges an administrative fee of $250 per year per managed account. The combined fee charged to the Client will not exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
214 N Commercial St., Bellingham, WA, 98225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Trail Financial Planning LLC
State Registrations1 state
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