CAPSTONE Investment Group manages investment portfolios and provides financial planning and consulting services for individuals and other clients. CAPSTONE Investment Group builds customized portfolios based on client risk tolerance and goals, using various asset management strategies and research tools, including automated investment recommendations. In addition to investment management, CAPSTONE Investment Group offers standalone planning covering retirement, estate, tax, and education needs. The firm works primarily with individuals and high-net-worth clients, operating as a registered investment advisor based in Washington.
Assets Under Management$340M
Clients819
Advisors7
Avg. per Client$420K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
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% |
Fees are negotiable. Other programs: SEI third-party management at a total fee of 1.45%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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