Cape Ann Capital manages investment portfolios for individuals, trusts, corporations, and charities, tailoring each portfolio to a client-determined long-term asset allocation target. They help clients find an asset allocation that meets their return objectives without exceeding their risk tolerance. Cape Ann Capital also partners with independent service providers to manage and administer open architecture qualified retirement plans to employers. They offer financial planning services for an additional fee, helping clients construct household balance sheets and income/expense projections.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.20% |
Accounts below $450,000 pay a higher annual fee rate than 0.80%. Clients using custodians that do not link electronically to Orion will be charged 0.90% of assets on the first $1 million. Minimum monthly fee is $300. Fees are negotiable.