Capstone Investment Financial Group (CIFG) offers personalized investment management and financial planning services. They work with individuals, investment companies, pension plans, trusts, estates, charities, corporations, and other investment advisory firms. CIFG manages portfolios based on risk assessment, valuation, economic growth, investor sentiment, and relative strength. They also design and monitor various model strategies.
Fee Structure
Capstone Investment Financial Group (CIFG) offers investment management services where fees generally range from 0.00% to 2.00% per year of the value of your investments. The exact fee is negotiable and depends on factors like the size of your account and the complexity of your assets. CIFG also offers performance-based fees to qualified clients. These fees can be 20% of new capital appreciation or a combination of asset-based fees (typically 1.00%) and a 10% performance fee.