Capstone Wealth Management Corp. (CWM) provides investment advice to individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. CWM works with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. CWM typically creates portfolios consisting of individual stocks or bonds, mutual funds, and variable annuity and life products including ETFs, municipal and government securities, real estate, and oil and gas. CWM also offers financial planning services for a separate fee.
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 may be negotiable. CWM may receive a quarterly advisory fee based on the performance of a client account (the “Performance Fee”). The Performance Fee is a quarterly fee equal to up to 20% of realized and unrealized gains in a client’s portfolio subject to certain restrictions and limitations.