Aimee Bauman is a CFP, ChFC-designated registered investment advisor at Caissa Wealth Strategies, based in Bloomington, MN, with 6 years of industry experience. Aimee 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Caissa Wealth Strategies
State Registrations1 state
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