Caskwise Capital is a registered investment advisor founded in 2025 and based in Reno, Nevada. The firm offers discretionary portfolio management and comprehensive financial planning services for individuals and high net worth families. Caskwise Capital builds personalized investment strategies based on each client's goals, time horizon, and risk tolerance, utilizing fundamental analysis and Monte Carlo projections. In addition to portfolio management, Caskwise Capital provides one-time full financial plans and ongoing financial planning covering retirement strategy, tax reduction, estate preservation, risk management, and cash flow analysis. Clients may also be referred to third-party managers when appropriate. Caskwise Capital operates with a client-first approach, requiring no account minimums in certain instances though generally maintaining an account minimum.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Flat rate breakpoint fee schedule where the entire portfolio is charged the same fee percentage. Fees are negotiable.