Caissa Wealth Strategies is a fee only firm. We encourage our clients to communicate with us as often as they would like, knowing they will not be billed for anything more than our agreed upon fee for services.
For our retained clients, our compensation is a comprehensive fee that covers all services and is based upon the assets you have invested with us. This means we have no vested interest in placing any products with you but instead, providing excellent expertise and client service. We have found our fees to be below industry average. Please see our resources page for details.
For our project clients, we are compensated as an hourly fee or project fee.