Capital Advantage manages investment portfolios and provides personalized financial planning services for individuals, high net worth individuals, trustees, pension and profit-sharing plans, charitable organizations, and businesses. Capital Advantage builds customized investment portfolios using mutual funds, exchange-traded funds, individual equities, and bonds based on each client's specific financial goals, time horizon, and risk tolerance. In addition to investment management, Capital Advantage offers comprehensive financial planning covering personal budgeting, education funding, tax and cash flow analysis, retirement projections, and estate planning considerations at no additional fee for investment clients. The firm typically requires a minimum portfolio size of $500,000 to open an account, though this minimum can be waived under certain circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $8.0M | 0.85% |
| $8.0M - $13.0M | 0.75% |
| $13.0M - $23.0M | 0.70% |
| $23M+ | 0.50% |
Fees are negotiable. The firm has a minimum quarterly fee of $1,125 ($4,500 annually), which may cause smaller accounts to pay a higher effective percentage.