Capital Cities Investments provides investment advice tailored to individual client needs. Services include portfolio management, financial planning, and pension consulting. For portfolio management, Capital Cities works with clients to determine their investment objectives and risk tolerance, then develops a strategy to meet those needs. Financial planning services involve analyzing a client's financial resources and providing advice on managing them. Pension consulting services are offered to employee benefit plans and their sponsors.
Assets Under Management$250M
Clients576
Advisors14
Avg. per Client$440K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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