Casey West is a registered investment advisor at Fogel Capital Management INC, based in Stuart, FL, with 8 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 259 clients with $390M 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule applies to both balanced and bond portfolios. The advisory fee may be negotiable.
Fee Estimator
Location
453 Riverside Drive, Stuart, FL, 34994
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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 →Employment History
Current Registrations
Fogel Capital Management INC
Previous Registrations
Fogel Capital Management INC
State Registrations1 state
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