CASI Investments and CASI Institutional are part of a family of companies dedicated to capturing financial resources for non-profits. CASI Investments provides investment supervisory services, manages investment advisory accounts, furnishes investment advice through consultations, and issues reports about securities. CASI Investments also provides advice on financial planning matters, taxation issues, and trust services. The firm's approach focuses on establishing investment goals and objectives, determining asset allocation, evaluating and selecting managers, and monitoring results.
Assets Under Management$120K
Clients67
Advisors1
Avg. per Client$1.8K
Avg. per Advisor$120K
Fee Structure
Minimum Investment:$500
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
The annual fee for an Investment Management Agreement is $500.00 and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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