Mel Casey is a CFA-designated registered investment advisor at Fbb Capital Partners, based in Bethesda, MD, with 4 years of industry experience. Mel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,158 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees may be negotiable within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed. Certain legacy clients and clients acquired from other investment advisory firms may be subject to a different fee schedule.
Fee Estimator
Location
4520 East-West Highway, Suite 450, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mel serves on the Board of Advisors for C.G. Medici & Co., an SEC-registered investment advisor providing financial planning services through a phone application. Mel dedicates minimal time to providing feedback on product development.
Employment History
Current Registrations
Fbb Capital Partners
State Registrations2 states
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