Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Casita Financial Planning LLC offers fee-only investment management and financial planning services. They provide continuous advice on investments based on individual client needs, including stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement, and tax planning, offered on a project or ongoing basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 0.90% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.65% |
840 Apollo St # 100, El Segundo, CA, 90245