Capital Advantage offers investment management, where they manage client assets based on their financial goals and risk tolerance. They also provide financial planning advice, covering areas like budgeting, education planning, tax and cash flow, death and disability, retirement, and investments. Financial planning is offered at no additional fee if requested.
Assets Under Management$1.1B
Clients683
Advisors9
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
All fees are subject to negotiation. Capital Advantage, in its discretion, may charge a lesser investment advisory fee, waive or modify its portfolio minimum or its minimum annual fee, charge a flat fee, waive its fee entirely, or charge its fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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