Kassira Wealth Management offers investment management where they make investment decisions for you, and financial planning, which is included at no additional charge for investment management clients. Financial plans cover cash flow, business, estate, education, tax, risk management, insurance, investment, and benefit plan analysis. Kassira primarily advises on mutual funds, stocks, ETFs, and bonds.
Assets Under Management$140M
Clients219
Advisors2
Avg. per Client$620K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on various factors including client type, complexity, and total assets under management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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