Capital Portfolio Management offers ongoing portfolio management based on a client's objectives, time frame, and risk tolerance. The firm also provides consulting services to qualified retirement plans, including education for plan committees and participants, investment policy statement assistance, and investment recommendations. The firm's services are tailored to individual client needs, and clients can impose restrictions on investments.
Assets Under Management$16M
Clients30
Advisors1
Avg. per Client$530K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable depending on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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