CAPSTONE Investment Group offers investment management and consulting services to help clients reach their financial goals. As a fiduciary, CAPSTONE is legally required to act in the client's best interest. CAPSTONE's services include discretionary investment management, financial planning, and pension consulting. Financial advisors tailor services through interviews, risk tolerance questionnaires, or financial plans. Non-discretionary services are also available.
Assets Under Management$180M
Clients568
Advisors9
Avg. per Client$310K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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