Capstone Capital Wealth Advisors offers continuous advice on investing, tailoring recommendations to each client's goals and circumstances. They manage accounts on a discretionary basis, meaning they can make trades without prior approval. Capstone Capital also provides financial planning services covering areas like retirement, business succession, insurance, and tax planning. Clients make the final financial decisions.
Assets Under Management$410M
Clients200
Advisors4
Avg. per Client$2M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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