CapSouth Wealth Management offers investment management, financial planning, and institutional consulting services. They work with individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. CapSouth tailors its advice to each client's needs, considering their financial background, investment experience, objectives, and risk tolerance.
Assets Under Management$880M
Clients383
Advisors12
Avg. per Client$2.3M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
There is a minimum annual fee of $2,000 per household. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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