Capstone Capital Wealth Advisors is a registered investment advisor based in Nevada that manages investment portfolios and provides financial planning services. Capstone Capital Wealth Advisors builds customized portfolios tailored to each client's goals, risk tolerance, and tax situation, operating with the authority to make trades without asking first. The firm focuses on long-term asset allocation using mutual funds, exchange-traded funds, and individual securities, while maintaining a minimum investment requirement of $1,000,000 for new clients. Capstone Capital Wealth Advisors also offers financial planning covering retirement, business succession, insurance, tax strategies, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable on a client-by-client basis.