Capital Square offers financial planning, retirement planning, and investment management services. They manage investment portfolios on a discretionary or non-discretionary basis, allocating assets among stocks, bonds, mutual funds, and exchange-traded funds. Financial planning covers areas like personal finances, education, death and disability, retirement, estates, and insurance. Capital Square tailors its services to each client's needs and goals.
Assets Under Management$390M
Clients668
Advisors11
Avg. per Client$590K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee will be 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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