Merissa Perkins is a CFP-designated registered investment advisor at Caissa Wealth Strategies, based in Bloomington, MN, with 9 years of industry experience. Merissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 153 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Minimum annual fee of $10,000. If an exception to the minimum fee is imposed, the annual fee will not exceed 1.5% of assets managed so long as an agreed upon asset level remains under management. Fees are negotiable.
Fee Estimator
Location
7825 Washington Ave S., Suite 725, Bloomington, MN, 55439
Get directionsHistory
Regulatory History
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 →Employment History
Current Registrations
Caissa Wealth Strategies
Previous Registrations
Investment Centers of America, INC.
Fintegra Financial Solutions
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.