Assets Under Management
$4.7M
Number of Clients
26
Number of Advisors
2
Average Client AUM
$180K
AUM per Advisor
$2.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capstone Wealth Advisors, LLC provides ongoing portfolio management services based on individual client goals and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally negotiable.
218 South Three Notch St, Andalusia, AL, 36420