Capital City Wealth Management offers investment management and financial planning services to clients through a wrap fee program. This means they charge a single fee for both services, including brokerage transaction costs. They create investment strategies based on each client's financial situation, goals, and risk tolerance, typically using mutual funds and exchange traded funds. Financial planning covers retirement, cash flow, employee benefits, estate planning, insurance, tax planning, and business planning.
Assets Under Management$130M
Clients135
Advisors3
Avg. per Client$960K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees are negotiable. The wrap fee includes transaction charges.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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