Capstone Wealth Management provides financial planning and wealth management services. They work with business owners, executives, and other individuals to help them with retirement planning, business succession, and investment management. Capstone Wealth generally recommends mutual funds to diversify client portfolios. They offer both discretionary and non-discretionary investment management.
Assets Under Management$300M
Clients154
Advisors4
Avg. per Client$2M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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