Capital Enhancement provides personalized tax and investment advice, financial planning, tax preparation, and family office services to high-net-worth individuals and their families. Capital Enhancement uses wrap fee programs with investment managers, mutual funds, and ETFs. They monitor performance, tax efficiency, and asset allocation. They help clients with retirement planning, life insurance, college funding, cash flow management, and estate planning.
Assets Under Management$100M
Clients22
Advisors2
Avg. per Client$4.7M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. The firm may bundle tax preparation and financial advice with the investment advisory services for this fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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