Capital Planning Associates provides personalized investment management and comprehensive financial planning. Services include investment counseling, portfolio tracking, estate planning, retirement planning, and survivor needs analysis. The firm primarily serves business owners, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and family foundations.
Assets Under Management$3M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$50K
Capital Planning Associates charges a percentage of your portfolio's value each year. The exact fee depends on the type of account (equity/balanced or fixed income) and the amount you invest.
Equity and Balanced Accounts:
- Up to $100,000: 3.00%
- $100,001 to $250,000: 2.50%
- $250,001 to $750,000: 2.25%
- $750,001 to $1,250,000: 1.75%
- $1,250,001 to $2,500,000: 1.25%
- $2,500,001 and above: 1.10%
Fixed Income Accounts:
- Up to $100,000: 1.50%
- $100,001 to $250,000: 1.35%
- $250,001 to $750,000: 1.20%
- $750,001 to $1,500,000: 1.00%
- $1,500,001 to $3,000,000: 0.85%
- $3,000,001 and above: 0.65%
These fees do not include brokerage commissions or other transaction fees.
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