CAISSA WEALTH STRATEGIES
Bloomington, Minnesota
Caissa Wealth Strategies, based out of Bloomington, MN, is a local investment advisory firm with a strong focus on providing comprehensive wealth management solutions. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they offer expert guidance to individuals seeking to grow and protect their assets. On average, each investment advisor oversees approximately $70,180,000 in assets under management, which aligns with industry standards. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and commissions. With over 60 individual...
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Assets Under Mgmt

$220.74M

Investment Professionals

7

Locations

0

% 401K & Individual

12%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.