CAPTRUST Financial Advisors offers investment advice and wealth planning to individuals, trusts, estates, charities, foundations, endowments, and corporations. Services include setting investment goals, analyzing asset allocation, selecting investment managers, monitoring performance, and reviewing accounts. Wealth planning covers financial priorities, goal implementation, estate planning, tax planning, and charitable planning. CAPTRUST also offers tax-related services, family office services, and other assistance.
Assets Under Management$1100B
Clients36,839
Advisors924
Avg. per Client$29M
Avg. per Advisor$1.2B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
924 Advisors at this firm
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