Capital Strategies, Inc. offers investment management and financial education programs. They aim to help clients achieve the highest possible investment returns based on their risk tolerance. CSI's services are tailored to individuals, corporations, not-for-profits, trusts, and estates. They also offer money manager search and performance monitoring services, charging an hourly rate for the search and a percentage of assets for ongoing monitoring.
Assets Under Management$34M
Clients83
Advisors3
Avg. per Client$410K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees may be negotiable in certain circumstances. No client will ever pay more than 1% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...