Caprock Group offers investment advice and wealth management services to individuals, families, and institutions. They create personalized investment plans based on your goals and risk tolerance. Caprock may use third-party investment managers, exchange-traded funds, mutual funds, and individual securities. They also offer family office services, including coordination with other advisors, private investment analysis, and balance sheet reporting. Caprock also provides consulting services to individuals and institutions.
Assets Under Management$10B
Clients408
Advisors46
Avg. per Client$25M
Avg. per Advisor$220M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment advisor fees are negotiable based on the requirements of the client and the complexity of services provided. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
46 Advisors at this firm
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