Capital Ideas is an investment advisory firm that manages investment portfolios for individuals, families, trusts, estates, charitable organizations, endowments, foundations, and retirement plans. They also offer third-party manager selection services, providing continuous due diligence on outside money managers. Portfolios can include individual stocks and bonds, options, ETFs, and mutual funds.
Assets Under Management$280M
Clients85
Advisors5
Avg. per Client$3.3M
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees and account minimums are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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