Capstone Financial offers investment advice and financial planning to individuals, high net worth individuals, pension plans, trusts, charities, and businesses. Services include portfolio management, financial planning, tax preparation, and pension consulting. Capstone Financial manages investments on a discretionary or non-discretionary basis, based on client preference. Financial planning covers areas like education, tax, insurance, retirement, and investments.
Assets Under Management$2.4B
Clients906
Advisors17
Avg. per Client$2.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Minimum account size and fee schedule may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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