CAP Partners offers personalized investment management and consulting services. They provide financial counseling, which includes analyzing a client's financial situation and objectives, and making investment recommendations. They also offer financial planning services on a flat or hourly fee basis, covering areas like tax, retirement, and estate planning. For asset management, CAP Partners manages investments on a discretionary basis, aligning with the client's objectives and risk tolerance. Investments are held at a brokerage firm.
Fee Structure
CAP Partners manages investments for a fee based on the value of your portfolio. The percentage you pay decreases as your portfolio grows, but the exact fee is negotiable.
Here are the general ranges:
- Less than $500k: 1.25% - 2.00%
- $500k - $2.5MM: 1.00% - 2.00%
- $2.5MM - $5MM: 0.75% - 2.00%
- $5MM+: 0.50% - 2.00%
The fee is charged quarterly in advance.