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Joseph John Serrapede

Capstone Wealth Management Group, LLC
2 Years of Experience
1 Disclosure
View SEC Summary
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Capstone Wealth Management Group, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
329 clients
Average Client Portfolio
$708K average
Assets Under Management
$233.1M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.65%
$5M+0.65%

Fees are negotiable above $5,000,000. Using the previous tier's fee percentage as the starting point for negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

404 SW Columbia St., Suite 230, Bend, OR, 97702-3453

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 2015
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Capstone Wealth Management Group, LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations4 states
CANYOHOR
Advisor
Exams
No exam information available for this advisor.