Caleb Casto is a registered investment advisor at Axxcess Wealth Management, LLC, based in Carlsbad, CA, with 6 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
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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 ActivitiesSells Insurance
Caleb operates Vandalia Wealth Management as a DBA for his investment advisory business. He is also an insurance agent since 2018, selling life, accident and health, and variable life and annuity products, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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