Capstone Wealth Advisors (CWA) provides financial planning and wealth advisory services to individuals and families. These services include tax reduction planning, asset allocation, cash flow planning, estate organization, budgeting, and goal planning. CWA builds asset allocation models using mutual funds, ETFs, and separately managed accounts. They also offer advisory services to businesses, including financial dashboards, tax planning, and business valuation.
Assets Under Management$92M
Clients111
Advisors4
Avg. per Client$830K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.3M | 1.00% |
| $1.3M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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