Casey Davis

2 Years of Experience

Avon, OH

1 Disclosure

Casey Davis is a registered investment advisor at Landing Point Financial Group, based in Avon, OH, with 2 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 528 clients with $260M in assets under management.

Landing Point Financial Group

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

528 clients

Average Client Portfolio

$499K average

Assets Under Management

$263.5M

Fee Structure

Planning is included in investment management (also available separately)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.80%

The maximum advisory fee charged by Landing Point for investment management services is 1.8 percent of assets under management. Fees may be negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

36901 American Way, Suite 7, Avon, OH, 44011

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History

Regulatory History (1)

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Criminal

September 1993

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Landing Point Financial Group

February 2024 - Present · 2 yrs 2 mos

State Registrations1 state

Advisor

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.

Exams

No exam information available for this advisor.

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