Assets Under Management
$1.1B
Number of Clients
683
Number of Advisors
9
Average Client AUM
$1.6M
AUM per Advisor
$123.5M
Compensation
Fee-Only (AUM)
Capital Advantage, Inc. provides discretionary investment management services, establishing client financial goals through personal discussions and developing personalized investment strategies. They also offer financial planning advice for no additional fee, covering areas like budgeting, education, tax, death/disability, retirement, and investment planning. Implementation of financial planning recommendations is at the client's discretion.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are subject to negotiation.
1855 Olympic Blvd., Ste 300, Walnut Creek, CA, 94596