Capital Trust and Associates is a registered investment advisory firm offering a range of services including financial planning, wealth management, and investment management. They work with clients to understand their financial situation, goals, and risk tolerance to develop a personalized investment policy. Capital Trust & Associates primarily allocates investment management assets of client accounts among various investment management programs offered through SEI Investments Company (“SEI”), Morningstar investment Services and various independent investment managers.
Assets Under Management$15M
Clients107
Advisors1
Avg. per Client$140K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable and may vary from the schedule above to reflect circumstances that may apply to a specific client or account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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