{
  "slug": "causey-wealth",
  "name": "Causey Wealth",
  "description": "Causey Wealth delivers holistic financial guidance across the spectrum of wealth, offering personalized wealth management grounded in fiduciary principles, institutional discipline, and enduring client relationships. They provide an integrated approach across investment advisory, financial planning, trustee services, and litigation support.",
  "url": "https://optimly.ai/brand/causey-wealth",
  "websiteUrl": "https://causeywealth.com/",
  "logoUrl": "https://logo.clearbit.com/causeywealth.com",
  "baiScore": 47.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-06T11:53:21.750Z",
  "verifiedVitals": {
    "website": "https://causeywealth.com",
    "category": "Wealth Management",
    "what_it_does": "Causey Wealth provides comprehensive wealth management, delivering holistic financial guidance that spans the entire spectrum of wealth. Their services include Investment Advisory, Financial Planning, Trustee Services, and Litigation Support. They operate as a fiduciary, offering independent, objective advice.",
    "primary_audience": "Causey Wealth primarily serves individuals, families, high-net-worth individuals, and institutional clients.",
    "core_product": "The core offering is comprehensive wealth management, which integrates four distinct disciplines: Investment Advisory, Financial Planning, Trustee Services, and Litigation Support.",
    "pricing_model": {
      "kind": "custom",
      "detail": "Causey Wealth's compensation is primarily based on a management fee as a percentage of assets under management (AUM), billed quarterly in arrears. Their standard advisory fee schedule ranges from 1.00% for portfolios up to $1,500,000, decreasing to 0.50% for portfolios over $10,000,000. The minimum annual fee is $15,000. Additional services like financial planning, litigation consulting, or trustee services may be billed at a flat fee or an hourly rate."
    },
    "parent_ownership": "Causey Wealth LLC operates as an independent, individual-owned Registered Investment Adviser (RIA) organized as an LLC.",
    "named_competitors": [
      "Noble Wealth Management P.B.C.",
      "Maxq Asset Management LLC",
      "Cresalta Investment Management, Inc.",
      "Marshall Investment Management, LLC",
      "Alpha Capital Family Office, LLC",
      "Tandem Financial, LLC",
      "Mercer Global Advisors Inc.",
      "Bok Financial Private Wealth, Inc.",
      "IWP Wealth Management LLC",
      "SHJ Wealth Advisors"
    ]
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789816530321
}