Assets Under Management
$233.1M
Number of Clients
329
Number of Advisors
6
Average Client AUM
$708K
AUM per Advisor
$38.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capstone Wealth Management Group, LLC offers asset management through Individual Portfolio Management using stocks, bonds, ETFs, and mutual funds. They also provide financial planning services, covering personal, tax, investments, insurance, retirement, death & disability, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees are negotiable above $5,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
404 SW Columbia St., Suite 230, Bend, OR, 97702-3453