Thomas Steinmetz is a CFP-designated registered investment advisor at Capstone Wealth Advisors,inc., based in Indianpolis, IN, with 18 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 111 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
5875 Castle Creek Parkway, Suite 290, Indianpolis, IN, 46250
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capstone Wealth Advisors,inc.
State Registrations1 state
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