Capital Focus, Inc. is a financial planning practice owned by Ramon T. Franklin, a Certified Financial Planner. Capital Focus specializes in investment management, retirement planning, education funding, income tax planning, and real estate investment. Capital Focus only accepts non-discretionary investment accounts, meaning they need your permission before making any trades.
Assets Under Management$15M
Clients25
Advisors1
Avg. per Client$590K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...