California Capital Management offers investment advice to individuals, trusts, estates, pension plans, and businesses. The firm provides comprehensive portfolio management through a wrap fee program and retirement plan consulting services to employer plan sponsors. They tailor investment advice to individual client needs and allow reasonable restrictions on investments.
Assets Under Management$360M
Clients352
Advisors5
Avg. per Client$1M
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
California Capital Management offers investment management through a wrap fee program. The fees for this program are bundled, meaning you won't pay extra for individual trades. The firm also provides retirement plan consulting services to employer plan sponsors, with fees not exceeding 1.50% of plan assets. The specific fee arrangement is determined on a case-by-case basis.
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