Capital Planning offers investment advice and financial planning services to individuals, families, and businesses. Their services include wealth management, investment management, and financial planning. Capital Planning works with clients to understand their goals and objectives, develop customized solutions, and monitor their wealth plans. They also offer consulting services on various topics.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.33% |
| $1.0M - $5.0M | 1.08% |
| $5M+ | 0.65% |
Schedule is for Wealth Management Services (CPC Models). Fees may differ based on relationship size, family accounts, or personal acquaintances. Grandfathered fee schedules may also apply. Investment Management Services (CPC Models) fees are: First $1M: 1.08%, Next $1M to $5M: 0.93%, Amount over $5M: 0.635%. Variable Annuity Services: Fixed percentage between 0.65% to 1.33%.