Capital Allocation Management provides financial planning and asset management services. Financial planning includes investment, risk management, tax, budgeting, retirement, estate, and education planning. Asset management is non-discretionary and aims to preserve and enhance capital based on client objectives. Hourly consultation services are also available for limited advice.
Assets Under Management$93M
Clients35
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
All percentage fee standards are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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