Capstan LLC offers investment advice to clients on a separately managed account basis. Investments are global and can include stocks, bonds, mutual funds, closed-end funds, exchange-traded funds, or currencies. Portfolios are tailored to meet each client's specific needs, and clients can request restrictions on the types of securities purchased. Capstan does not participate in wrap fee programs.
Assets Under Management$33M
Clients4
Advisors2
Avg. per Client$8.4M
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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