Casey Wealth Management offers investment advisory services tailored to each client's goals and preferences. The firm provides financial planning, consulting, and investment management services to individuals and pension and profit-sharing plans. Services are tailored to the individual needs of the firm's clients based on their financial situation, income, risk tolerance, and investment goals.
Assets Under Management$45M
Clients255
Advisors2
Avg. per Client$170K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.50% |
| $125K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.05% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for accounts above $2,000,000. This schedule applies to multi-strategy portfolios. Fixed income and cash/cash equivalent portfolios have a different schedule: Up to $500,000: 1.10%, Next $500,000: 0.85%, Next $1,000,000: 0.70%, Above $2,000,000: Negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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