TC

Thomas Edgar Casey

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
192 clients
Average Client Portfolio
$6.7M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5M
Financial Plan Fee:$5,000 - $100,000

Wealth management fees range from 0.50% to 2.00% annually based on assets under management and other factors. Some clients negotiate fixed fees. Wealth coaching services include a one-time onboarding fee up to $5,000 and an annual fee up to 0.75%. Investment consulting fees range from $5,000 to $100,000, depending on the complexity of the client's circumstances. The firm generally requires a minimum relationship size of $5,000,000, which may be reduced at the sole discretion of the Advisor. For wealth coaching services, Intellectus generally requires a minimum net worth size of $10,000,000, which may be reduced at the sole discretion of the Advisor.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Loading...

Advisor Information

Office location

15720 Brixham Hill Ave, Suite 300, Charlotte, NC, 28277

Get directions
Regulatory History
Clean regulatory record

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

Thomas is a managing member of Pacific Plunders, LLC, IP Group, LLC, Intellectus Ventures, and Intellectus Capital, LLC, all investment-related businesses. He also serves on the board of advisors for Marcus & Associates, LLC, an executive recruiting firm for life sciences, dedicating minimal time to this role.

Employment History
Current Registrations
Intellectus Partners, LLC
June 2015 - Present · 10 yrs 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2015 - March 2016 · 8 mos
Deutsche Bank Securities INC.
June 2004 - July 2015 · 11 yrs 1 mo
Deutsche Bank Securities INC. Broker
June 2004 - July 2015 · 11 yrs 1 mo
Lehman Brothers INC.
May 2004 - June 2004 · 1 mo
Lehman Brothers INC.Broker
October 2000 - June 2004 · 3 yrs 8 mos
Manequity, INC.Broker
August 1998 - August 1999 · 1 yr
State Registrations2 states
CANC
Advisor
Exams
No exam information available for this advisor.