Capital Planning Advisors offers investment advice and financial planning to individuals, families, and businesses. Their services include managing investment portfolios, creating financial plans, and consulting on retirement plans. They work with clients to understand their financial goals and risk tolerance, then create a customized investment approach. They may use exchange traded funds, mutual funds, stocks, bonds, and alternative investments. They also offer financial planning services covering areas like retirement, taxes, and estate planning.
Assets Under Management$1.4B
Clients414
Advisors17
Avg. per Client$3.3M
Avg. per Advisor$81M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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