Carissima Capital provides investment management and financial planning services. Investment management includes evaluating current portfolios, risk profiles, and asset allocations, and making investment recommendations. Financial planning covers estate, income tax, and retirement planning. Carissima Capital may recommend commission-free insurance and annuity products through DPL Financial Partners, but does not receive compensation from DPL for these recommendations.
Assets Under Management$4.5M
Clients8
Advisors1
Avg. per Client$570K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable and the minimum fee may be waived. Suggested minimum portfolio market value is $500,000 and is subject to a minimum quarterly fee of $1,250.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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