Advisor at American Executive Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Executive Advisors, LLC
Location
Alexandria, VA 22309
Credentials
CFP®, Series 65
Industry experience
10 years
Michael Casey is a CFP® with 10 years of industry experience and is the principal advisor at American Executive Advisors, LLC. He previously worked at Retirement Wealth Advisors and currently owns MC MGMT, LLC, where he is involved in life and health insurance sales. He is also a co-founder of Bitlyf, LLC, a company developing a patent-pending system for digital assets. American Executive Advisors serves individuals, corporations, and pension or profit-sharing plans, offering comprehensive financial planning, consulting, discretionary portfolio management, and retirement plan consulting. The firm uses a tactical asset allocation approach with customized portfolios and occasionally incorporates digital assets on a non-discretionary basis.
Based on American Executive Advisors, LLC
Based on American Executive Advisors, LLC
Comprehensive financial planning fixed fees ranging from $500 to $10,000
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% Above $10,000,000+: 0.50%
Financial consulting services at $250 per hour, negotiable
Account minimum: $500,000 Minimum fee: Financial planning fixed fee ranges from $500 to $10,000, negotiable based on complexity Fee-only: Financial planning fixed fees and hourly consulting at $250/hour, both negotiable
3931 San Leandro Place
Alexandria, VA 22309
Virginia
MC MGMT, LLC
2019 - Present (7 years)
Retirement Wealth Advisors
2016 - 2020 (4 years)
American Executive Advisors
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
Series 63, Series 65
Washington, DC
SHB Advisors
Series 65
Vienna, VA
Solution Factory, LLC
Series 66
Falls Church, VA
POV Wealth LLC
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