Capital Asset Advisory Services manages investment portfolios and offers comprehensive financial planning, retirement planning, and consulting services for individuals, families, and businesses. Capital Asset Advisory Services builds customized portfolios using proprietary models and third-party managers, taking into account each client's specific financial goals, risk tolerance, and time horizon. The firm also provides specialized services for business retirement plans, such as 401(k) consulting and plan administration support. Clients can choose from various investment programs, including model portfolios, separately managed accounts, and bespoke investment strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum total fee of 2.50% includes advisory fee of up to 2.00% and administrative fee of up to 0.50%. Certain strategies include additional manager fees up to 0.40%.