Capital Planning Consultants (CPC) offers investment advice and financial planning to individuals, trusts, estates, corporations, and other business entities. CPC provides investment supervisory services, managing accounts with mutual funds, stocks, and bonds on a non-discretionary basis, requiring client approval before each transaction. CPC also offers comprehensive financial planning, covering education, retirement, insurance, estate planning, and investments. Implementation of the financial plan is at the client's discretion.
Assets Under Management$31M
Clients65
Advisors1
Avg. per Client$470K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable. The assets of related clients may be aggregated for the purposes of determining the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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