Cassia Capital Partners offers investment management and financial consulting to individuals, high net worth individuals, trusts, estates, endowments, foundations, and business entities. Cassia creates customized investment strategies and manages portfolios using ETFs, mutual funds, hedge funds, private equity, and individual stocks and bonds. Cassia may also provide financial consulting services in areas like retirement planning, estate planning, and education savings.
Assets Under Management$250M
Clients186
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$63M
www.facebook.com/cassiacapitalpartners ·www.linkedin.com/company/28129151 ·www.cassiacapitalpartners.com
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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