Capital Designs provides personal financial planning advice to individuals. This includes guidance in retirement planning, estate planning, investment planning, college planning, and cash flow planning. The services are based on each client's individual needs, which are defined at the beginning of the relationship.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Capital Designs charges an hourly fee or a flat fee for financial planning services, based on the time spent by the financial planner. The flat fee is billed quarterly in advance. Financial planning agreements can be cancelled at any time, and the client will be billed only for the time spent on their financial planning services.
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