Capital Asset Advisory (CAA) offers personalized financial planning and investment management services. CAA helps clients with financial goal setting, problem identification, cash flow, insurance, investments, education funding, retirement, and estate planning. CAA is a fee-only firm, meaning it doesn't receive commissions from selling financial products. Investment advice is provided, but clients make the final decisions. CAA manages investments with a limited power of attorney.
Assets Under Management$59M
Clients170
Advisors1
Avg. per Client$350K
Avg. per Advisor$59M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.60% |
Fees are negotiable. There is a $100 minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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