Caprock Capital Advisors offers investment advice to high net worth individuals and institutions. Caprock works with clients to determine appropriate investment managers. Caprock monitors client accounts and makes recommendations about the investment managers. Caprock also provides non-discretionary portfolio management services, analyzing client goals, financial condition, and risk tolerance to make investment recommendations.
Assets Under Management$99M
Clients19
Advisors2
Avg. per Client$5.2M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are subject to adjustment with 30-day notice. Fees may be negotiated for accounts of substantial size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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