The Capital Chart Room is a registered investment advisor based in Fort Worth, Texas, offering integrated financial planning and investment management services. Founded in 1998, the firm specializes in working with high-net-worth individuals, families, business owners, trusts, and estates. The Capital Chart Room utilizes its trademarked Results Accelerator System to guide clients through complex financial areas including living planning, business continuity, estate planning, tax strategies, charitable giving, asset protection, retirement plan analysis, and risk management. For investment management, The Capital Chart Room offers multiple programs, including in-house asset management through The Chartered Portfolio Program and recommendations of independent investment managers such as Brown Brothers Harriman, Turtle Creek Management, and ValMark's Optimized Portfolio System. The firm acts in the client's best interest and emphasizes long-term strategic asset allocation tailored to individual risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees apply to The Chartered Portfolio Program. Independent manager programs have separate fee schedules ranging from 0.60% to 1.50% total fees. Fees are negotiable.