Cassini Capital Management provides investment management services to individuals and financial advisors through separate managed accounts, and to two private funds. Cassini aims to grow assets over the long term, providing continuous monitoring and re-balancing of portfolios. Cassini does not provide tailored investment advice to fund investors.
Assets Under Management$79M
Clients42
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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