Donald Casper
Donald Casper is a registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,015 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
Location
2501 Galen Drive, Champaign, IL, 61821
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Regulatory History (1)
Regulatory
May 2022Employment History
Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.Broker
Fsc Securities CorporationBroker
Cozad Investment Services, INC.Broker
State Registrations3 states
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.