Cassia Capital Partners provides customized investment management and financial consulting services to individuals, high net worth individuals, trusts, estates, endowments, foundations, and businesses. Cassia Capital Partners builds personalized portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, hedge funds, and private equity investments. The firm operates as a legally required fiduciary, meaning they are bound to act in your best interest. In addition to managing portfolios, Cassia Capital Partners offers financial consulting covering topics such as retirement planning, estate planning, personal savings, education funding, and portfolio construction. The firm generally requires a minimum relationship size of $250,000 to open an account, though this minimum can be waived at their discretion.
Fee Structure
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 are negotiable at the sole discretion of the firm. Certain existing clients may have different fee schedules.