Capitol Family Office (CFO) offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. CFO also provides pension consulting services to employee benefit plans. Additionally, CFO offers financial planning covering investments, insurance, taxes, retirement, college, and debt. CFO generally advises on mutual funds, fixed income, equities, ETFs and treasury inflation protected bonds.
Assets Under Management$140M
Clients139
Advisors2
Avg. per Client$980K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 2.00% |
| $499K - $1000K | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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