Capitol Financial Consultants, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Capitol Financial Consultants (CFC) offers financial planning and investment management services tailored to individual client needs. This includes advice on cash flow, taxes, debt management, risk management, estate planning, retirement planning, and investment analysis. CFC provides tax return preparation, bookkeeping, accounting, bill paying services, and business planning as additional services. Clients can place restrictions on investments. CFC manages assets on both a discretionary and non-discretionary basis.
Assets Under Management$230M
Clients108
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$58M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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