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Cas Capital Deposit
Rating Index
Pros
Strong fiduciary duty, ensuring clients' best interests are prioritized.
No disciplinary or conflict alerts, indicating a clean regulatory history.
Comprehensive financial planning services available, including investment, tax, and retirement planning.
Cons
Limited geographic service area, currently serving only two states (Oklahoma and Texas).
Higher average client balance requirement may exclude smaller investors.
Potential for conflicts of interest due to performance-based fees and commission structures.
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