Capstone Wealth Partners offers investment management where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning, including the "Foundations Plan" (a limited-scope plan) and ongoing financial planning. They analyze various financial aspects and make recommendations, but you decide whether to implement them. They may also recommend other investment advisors.
Assets Under Management$110M
Clients157
Advisors3
Avg. per Client$730K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
If a Third-Party Advisor is used, an additional fee is charged: First $500,000: 0.50%; Next $500,001 to $1,000,000: 0.20%; Next $1,000,001 to $5,000,000: 0.15%; Above $5,000,000: 0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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