Capital Counsel offers investment management services using a disciplined valuation-based approach. They evaluate individual businesses to determine their ability to generate free cash flow. Upon request, Capital Counsel offers financial planning services including advice on retirement, tax, and estate planning, charitable giving, budgeting, and liquidity. Capital Counsel can recommend competent tax, accounting, and legal professionals to its clients.
Assets Under Management$2.6B
Clients197
Advisors6
Avg. per Client$13M
Avg. per Advisor$430M
Fee Structure
Minimum Investment:$2M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50.0M - $75.0M | 0.70% |
| $75.0M - $100.0M | 0.60% |
| $100M+ | 0.50% |
For clients who have engaged Clarfeld Financial Advisors as a sub-advisor on their fixed income portfolios, fixed income assets will generally be charged an annual fee of 0.35%. Under certain circumstances, Capital Counsel may reduce the actual fees charged.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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