Capable Wealth offers financial planning and investment management services. Financial planning covers areas like goal setting, cash flow, tax strategies, investments, risk management, retirement, employee benefits, and estate planning. They also provide investment management services, creating and managing portfolios based on client goals, risk tolerance, and time horizon. They specialize in serving orthopedic surgeons.
Assets Under Management$21M
Clients57
Advisors1
Avg. per Client$370K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable and includes ongoing financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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