Capital Financial Planners provides investment advice and financial planning to individuals, families, and businesses. Services include wealth management, which combines portfolio management with financial planning, and stand-alone financial planning and consulting. For clients needing retirement plan consulting, Capital Financial Planners offers customized services to employee benefit plans and their fiduciaries.
Assets Under Management$240M
Clients220
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts greater than $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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