Cape Ann Financial provides investment advice and manages portfolios based on each client's unique financial situation, goals, and risk tolerance. This includes retirement planning, education funding, and other financial planning issues. Cape Ann Financial constructs portfolios with a mix of cash, stocks, bonds, and other investments, adjusting them as needed based on market conditions and client circumstances. Cape Ann Financial has approximately $14,500,000 in assets under management and services approximately forty-eight accounts.
Assets Under Management$16M
Clients45
Advisors1
Avg. per Client$350K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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