Casita Financial Planning offers investment management and financial planning services. Casita develops investment plans based on clients' goals and manages portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Planning is offered on an ongoing or project basis.
Assets Under Management$0
Clients21
Advisors1
Avg. per Client$0
Avg. per Advisor$0
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee is negotiable. If Casita utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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