Capstone Wealth Management manages investment portfolios and offers financial planning services. Capstone works with clients to determine their investment objectives and creates an asset allocation model based on their risk tolerance. Capstone primarily uses passively managed mutual funds and exchange-traded funds. In addition to investment management, Capstone consults with clients on various financial areas, including tax planning, retirement planning, and insurance analysis.
Assets Under Management$360M
Clients225
Advisors7
Avg. per Client$1.6M
Avg. per Advisor$52M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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