Caissa Wealth Strategies (CWS) provides ongoing investment management services, both with and without discretion, tailored to individual client goals and risk tolerance. CWS creates an Investment Policy Statement for each client to guide portfolio selection. CWS also offers financial planning services covering cash flow, net worth, college expenses, insurance, and retirement projections. CWS may direct clients to third-party money managers.
Assets Under Management$300M
Clients153
Advisors5
Avg. per Client$1.9M
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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