Capital Financial (CF) offers asset allocation and portfolio management services tailored to individual client needs. CF gathers information about a client's financial situation, goals, and risk tolerance to recommend an asset allocation strategy. CF manages client assets on a discretionary basis, selecting stocks, bonds, mutual funds, or third-party money managers. CF also provides cash management strategy and planning services for membership associations, recommending FDIC-insured Certificates of Deposit.
Assets Under Management$140M
Clients85
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$70M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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