Capital Gains provides investment advice to municipalities, municipal districts, pension funds, corporate pension plans, credit unions, banks, individuals, and other public and non-profit entities. Capital Gains manages accounts on a discretionary or non-discretionary basis. The firm may also be retained by pension funds to provide analysis of their portfolio holdings, develop investment strategy and make recommendations as to specific securities.
Assets Under Management$170M
Clients9
AdvisorsN/A
Avg. per Client$19M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Capital Gains charges an annual fee based on a percentage of your portfolio. The fee ranges from 0.14% to 1%. The exact fee is negotiable. Fees are calculated and billed monthly or quarterly. If you withdraw your account before the end of a month or quarter, the fee will be prorated.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.