Capstone Wealth Management Group offers investment management, where they manage client portfolios using various securities based on individual goals and risk tolerance. They also provide financial planning services, creating detailed plans to help clients achieve their financial objectives. These plans cover areas like personal finances, taxes, investments, insurance, retirement, and estate planning. Implementation of the financial plan is at the client's discretion.
Assets Under Management$0
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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