Capstone Pacific Investment Strategies is a registered investment advisor offering personalized investment advice. Services include portfolio management, financial planning, pension consulting, and educational seminars. Investment advice is tailored to individual client needs, considering their objectives and risk tolerance. The firm manages investments on both a discretionary and non-discretionary basis. They primarily advise on investment company securities and exchange traded funds.
Assets Under Management$42M
Clients391
Advisors2
Avg. per Client$110K
Avg. per Advisor$21M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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