Caissa Wealth Strategies provides ongoing portfolio management and personalized financial planning services to individuals, high-net-worth individuals, and retirement plans. Founded in 2009 and led by Kelly S. Olson Pedersen, the firm builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, using fundamental, technical, and cyclical analysis. Caissa Wealth Strategies offers both discretionary and non-discretionary investment management, alongside standalone financial planning services covering cash flow, net worth, college expenses, and retirement projections. The firm also provides access to private alternative investments such as private equity and hedge funds for eligible clients, while placing a strong emphasis on risk management across various asset classes including equities, fixed income, mutual funds, exchange-traded funds, and real estate investment trusts.
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 applies. If an exception to the minimum fee is agreed upon, the annual fee will not exceed 1.50% of managed assets. Fees are negotiable.
