Kassira Wealth Management, LLC
Assets Under Management
$107.5M
Number of Clients
196
Number of Advisors
2
Average Client AUM
$548K
AUM per Advisor
$53.7M
Compensation
Fee-Only (AUM)
About This Firm
Kassira Wealth Management, LLC provides asset management services through a wrap fee program. They manage accounts based on clients' financial situations, investment objectives, and risk tolerance. Clients also receive an oral financial plan at no additional charge. The firm uses fundamental and technical analysis.
Fee Structure
Kassira Wealth Management charges fees based on a percentage of assets under management, not exceeding 2.00% annually. Fees are negotiable based on client type, complexity, services provided, account composition, potential for deposits, representative relationship, total assets, and account type. Fees are typically billed in advance on a quarterly basis. There is no minimum amount required to create or maintain a managed account.
Areas of Practice
Location
VA, United States