Capital Enhancement provides personalized tax advice, financial planning, tax preparation, family office services, and investment management to high-net-worth individuals and their families. Founded in 1996 and owned by Steven Calvelli, the firm helps clients select third-party money managers, mutual funds, and exchange-traded funds rather than picking individual stocks. Capital Enhancement bundles investment advisory services with tax preparation and financial advice for an asset-based fee, while also offering standalone services billed hourly, by flat fee, or via an annual retainer. The firm specializes in coordinating various aspects of a client's financial life, including retirement planning, life insurance needs, college savings, cash flow management, and estate planning, focusing particularly on corporate executives and wealthy individuals with complex financial situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable and typically bundled to include tax preparation and financial advice.