Capital Trust Wealth Management provides investment advice, financial planning, and consulting services. They work with individuals, high-net-worth individuals, families, trusts, estates, businesses, and charities. The firm creates financial plans tailored to each client's situation, considering their assets, income, expenses, risk tolerance, and financial goals. They also manage investments on a discretionary or non-discretionary basis, choosing investments based on the client's needs and objectives.
Assets Under Management$76M
Clients79
Advisors1
Avg. per Client$970K
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiated for private and pooled investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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