Capstone Investment Group
Assets Under Management
$152.4M
Number of Clients
493
Number of Advisors
6
Avg. Portfolio per Client
$309K
Avg. Managed per Advisor
$25.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
CAPSTONE Investment Group offers investment management and consulting services to help clients meet their financial goals. As a fiduciary, CAPSTONE is legally required to act in the client's best interest. CAPSTONE provides financial planning services, including investment planning, retirement planning, estate planning, and tax planning. CAPSTONE offers individualized investment advice to clients with actively managed portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Areas of Practice
Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502