Causey Wealth provides financial planning and investment advice to individuals, trusts, estates, foundations, corporations, and pension/profit-sharing plans. They work with clients to create financial plans and investment strategies tailored to their goals and risk tolerance. Causey Wealth uses a diversified investment approach, including mutual funds, ETFs, individual stocks, and bonds. They also offer trust and litigation support services.
Assets Under Management$330M
Clients148
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$83M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
The average fee will never exceed 2.0% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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