Assets Under Management
$676.9M
Number of Clients
379
Number of Advisors
5
Average Client AUM
$1.8M
AUM per Advisor
$135.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Planning, LLC provides fee-based investment advisory services including wealth management (investment management and financial planning), investment management, and financial planning/consulting. They utilize a four-phase strategic process and a seven-step approach to uncover client goals and objectives. They offer CPC Models, CPC Custom Models, CPC Variable Annuity Models, and Managed Programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.08% |
| $1.0M - $5.0M | 0.93% |
| $5M+ | 0.64% |
Fees may differ based on relationship size, family accounts, acquaintances, or grandfathered fee schedules.
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004