Casey
West
Fogel Capital Management Inc
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About this Advisor
Casey West is a financial advisor who works out of Stuart, Florida with 6 years of relevant experience. West is on the advisory team at Fogel Capital Management Inc. Over the course of their career, West has held roles at Fogel Capital Management, Inc, If The Shoe Fits, Inc, Prime Source Accosories and Not Working. West has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Florida. Fogel Capital Management Inc is an advisory firm headquartered in Stuart, FL. It has $303 million in assets under management among its 390 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 390 accounts, 30% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management vary depending on which service is offered. However, fee types charged by Fogel Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fogel Capital Management Inc Brokerage Details
$303,391,500
11
390
$777,927
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Casey West Work History
Casey has been registered as a financial advisor for 6 years.*
Fogel Capital Management, Inc
Not Working
If The Shoe Fits, Inc
Prime Source Accosories
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Casey West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fogel Capital Management Inc
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
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