Capstone Financial Advisors INC
Assets Under Management
$2.4B
Number of Clients
906
Number of Advisors
15
Avg. Portfolio per Client
$2.7M
Avg. Managed per Advisor
$162.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Capstone Financial offers investment advice and financial planning to individuals, high net worth individuals, pension plans, trusts, charities, and businesses. Services include portfolio management, financial planning, tax preparation, and pension consulting. Capstone Financial manages accounts on both a discretionary and non-discretionary basis.
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Minimum account size and fee schedule may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location
2001 Butterfield Road, Suite 1750, Downers Grove, IL, 60515