Capital Retirement Planning provides investment advice and manages investment portfolios for individuals and small businesses. They offer advice on 401(k), 403(b), 457, IRA, and after-tax accounts. They may also recommend unaffiliated asset managers. They also offer investment planning services to help clients define their objectives and create a financial picture.
Assets Under Management$35M
Clients142
Advisors1
Avg. per Client$250K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. For advising only on 401(k), 403(b), and 457 accounts' core options, the firm charges a flat fee of $600 annually if the plan assets are $100,000 or less. If the plan assets are more than $100,000, the fee is up to 2.0% of the portfolio's value annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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