Kassira Wealth Management offers ongoing portfolio management and personalized financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. Kassira Wealth Management manages investments on a discretionary basis, meaning the firm makes trades on your behalf based on your goals, risk tolerance, and financial situation. The firm builds diversified portfolios using stocks, bonds, mutual funds, exchange-traded funds, and other securities. Alongside investment management, Kassira Wealth Management provides oral financial planning covering cash flow, business planning, estate planning, education, taxes, and insurance analysis at no additional charge. Kassira Wealth Management tailors services to your individual needs and allows you to place reasonable restrictions on your account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees do not exceed 2% annually and are negotiable based on account size, complexity, and other factors.