Jacob Wihtol is a registered investment advisor at Capstone Wealth Advisors, LLC, based in Salem, OR. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 321 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capstone Wealth Advisors charges an annual fee for managing your investments, ranging from 0.10% to 1.5% of the value of your portfolio. The specific fee depends on the amount you invest and your individual needs. While Capstone Wealth Advisors doesn't have a set minimum account size, the fees are generally not negotiable. Capstone Wealth Advisors may recommend a third-party asset manager, whose fees will be a portion of your total advisory fees, ranging from 0.15% to 1.25% of the value of your portfolio.
Location
388 State Street, Suite 700, Salem, OR, 97301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capstone Wealth Advisors, LLC
State Registrations1 state
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