Capstone Wealth Management Group offers investment management using stocks, bonds, ETFs, and mutual funds. They also provide financial planning, which includes a review of your personal finances, taxes, investments, insurance, retirement, and estate. Capstone manages accounts on a discretionary or non-discretionary basis. They do not offer the Third-Party Money Manager program to new or existing clients.
Assets Under Management$230M
Clients329
Advisors7
Avg. per Client$710K
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 may be negotiable above $5,000,000. An advisor's family may be charged a lower fee at the advisor's discretion with approval from the Principal and/or Chief Compliance Officer. Capstone may charge a different fee based on a case-by-case analysis due to extenuating circumstances of the client.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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