About CASEY CAPITAL, LLC
CASEY CAPITAL, LLC is a reputable financial advisory firm that provides expert guidance and services to clients seeking to secure their financial future. With a focus on building strong relationships and delivering tailored solutions, CASEY CAPITAL, LLC prides itself in helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Expert financial guidance to help clients secure their financial future.
- Tailored solutions to meet the unique needs of each client.
- Building strong relationships with clients to understand their goals and concerns.
- Comprehensive financial services offered to help clients achieve their goals.
- Transparent and ethical approach to fees and compensation.
Facts and Insights:
CASEY CAPITAL, LLC prides itself in delivering high-quality financial advisory services to clients. Here are some key facts and insights about the firm:
| Assets Under Management | $100 million+ |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 20+ years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance strategies
- Education funding
Client Types:
CASEY CAPITAL, LLC caters to a diverse client base, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Family trusts
- Non-profit organizations
Fees & Compensation:
CASEY CAPITAL, LLC follows a transparent and ethical approach to fees and compensation. The firm charges a percentage of the assets under management as its fees, ranging from 1% to 2%, depending on the size of the portfolio and services provided.
Background:
Founded in 2000, CASEY CAPITAL, LLC has been providing expert financial advisory services for over 20 years. The firm is led by a team of experienced advisors who are dedicated to helping clients achieve their financial goals. With a strong commitment to client satisfaction and building long-term relationships, CASEY CAPITAL, LLC has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important to understand their potential conflicts of interest and any disclosures they are required to make. With CASEY CAPITAL, LLC, there are no regulatory disclosures or disciplinary actions to note. The firm operates under the fiduciary standard, meaning they are legally required to act in the best interest of their clients at all times.