Capital Financial Planners specializes in financial planning and managing client portfolios. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, Capital Financial Planners considers the client's financial situation, risk tolerance, and investment strategy. They utilize general securities, mutual funds, government securities, CDs, and options. For alternative investments, they recommend other money managers.
Fee Structure
Capital Financial Planners charges a negotiable annual fee for managing your money, ranging from 0.25% to 2% of the account value, depending on the size and complexity. The fee is paid monthly at the end of each month. If Capital Financial Planners helps you select other money managers, those managers pay Capital Financial Planners a portion of the fees generated by you. You do not directly pay for this service.