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James Steproe is a registered investment advisor at Capitol Wealth Management, based in Concord, NH, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 59 clients with $35M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
59 clients
Average Client Portfolio
$589K average
Assets Under Management
$34.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3 North Spring St Suite 200, Concord, NH, 03301
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
September 1992Employment History
Current Registrations
Capitol Wealth Management
May 2017 - Present · 9 yrs
Previous Registrations
Boston Asset Management, INC.
May 2016 - April 2017 · 11 mos
State Registrations1 state
NH
Advisor
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Exams
No exam information available for this advisor.