Caissa Wealth Strategies Fees & Minimum

Overview

Headquarters: Bloomington, MN
Total Firm Assets: $297 million
Average High-Net-Worth Client Portfolio Size: $2.8 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: CWS FORM ADV PART 2A (2026-03-02) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$3,500,000	0.85%
$3,500,001	$5,000,000	0.75%
$5,000,001	and above	0.65%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$44,000	0.88%
$10 million	$76,500	0.76%
$50 million	$336,500	0.67%
$100 million	$661,500	0.66%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 90.76%
Number of High-Net-Worth Clients: 95
Total Client Accounts: 175
Discretionary Accounts: 153
Non-Discretionary Accounts: 22

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 150458

CWS FORM ADV PART 2A (2026-03-02) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Caissa Wealth Strategies