Capital Financial Advisors of New York provides financial planning and investment management services. They help clients with financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. They are a fee-only firm, meaning they don't sell financial products or receive commissions. They manage investments through a limited power of attorney, with clients maintaining asset control.
Assets Under Management$230M
Clients146
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $6.0M | 0.50% |
| $6M+ | 0.40% |
Capital Financial Advisors of New York, at its discretion, may aggregate client non-household family member accounts for fee schedule purposes. CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC may waive management fees for immediate family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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