Advisory Practice & Fee Structure

Fee schedule is household-based. Portfolio manually drops to the next fee level if portfolio increases in value. Badlands Wealth management does not deviate from the above fixed fee schedule.

Most financial advisors are reluctant to talk about pricing until they have a sense of what clients can afford to spend. We made a decision to publish our rates because we believe in transparency with our present and future clients. If we can’t talk honestly about our rates, how can we expect you to share intimate details about your finances with us?

Managing your portfolio involves building and overseeing a selection of investments that help address your long-term financial goals and risk tolerance. Casey will work closely with a portfolio manager on your behalf, striving to maximize your return within an appropriate level of risk.