Financial Concepts Unlimited, led by Christopher Capezuto, offers financial planning services through individual consultations. These services cover areas like income, cash flow management, retirement, financial independence, investment, and risk management. Financial Concepts also provides investment management services. Christopher Capezuto is also a registered representative with Centaurus Financial Inc. and an insurance agent.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Fee not to exceed 3%. All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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