Assets Under Management
$107.5M
Number of Clients
196
Number of Advisors
2
Average Client AUM
$548K
AUM per Advisor
$53.7M
Compensation
Fee-Only (AUM)
Kassira Wealth Management, LLC provides asset management services through a wrap fee program, offering continual investment advice based on individual client needs. They also provide oral financial plans to asset management clients at no additional charge. There is no minimum investment amount.
VA, United States