Capital Cities, LLC provides independent investment consulting and management services primarily to retirement plans, public funds, foundations, endowments, operating funds, and trusts. The firm offers a structured five-step process covering portfolio review, asset allocation modeling, development of investment policies and procedures, investment manager searches, and ongoing retainer services. Capital Cities specializes in guiding institutional clients through asset allocation strategy, manager selection, and performance monitoring. While the firm primarily advises clients on a non-discretionary basis, it also offers discretionary management in limited circumstances. Advisory fees are customized based on the scope of work and account size, ranging up to 1.00% of asset value annually, or set as fixed fees for specific projects.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are customized and range from 0.05% to 1.00% per year based on the amount of work involved and account size.