Capstone Wealth Management Corp. manages investment portfolios and offers personalized financial planning for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. Capstone Wealth Management Corp. helps clients define their financial goals and risk tolerance, building customized portfolios that may include stocks, bonds, mutual funds, exchange-traded funds, real estate, and other securities. The firm offers both discretionary and non-discretionary investment management, meaning they can make trades on your behalf or provide recommendations for your approval. In addition to managing investments, Capstone Wealth Management Corp. provides standalone financial planning covering retirement, taxes, estate planning, risk management, and cash flow analysis. The firm also offers performance-based fee arrangements for qualified clients who meet specific net worth or investment thresholds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable at the discretion of Capstone Wealth Management Corp. Firm also offers performance-based fees up to 20% of gains for qualified clients.