Capstone Wealth Management, Inc. offers personalized investment advice and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. Services include portfolio management (both discretionary and non-discretionary) and broad-based financial planning. Capstone may use sub-advisers to manage portions of client accounts, but clients won't pay higher fees as a result.
Fee Structure
Capstone Wealth Management charges a percentage of your portfolio value each year for investment management. The annual fee ranges from 0.75% to 2.75%, billed quarterly. This fee may be negotiable depending on your circumstances. Family accounts may be combined to potentially qualify for lower rates.