Capital City Wealth Management offers discretionary investment management and personalized financial planning services to individuals and high-net-worth clients. Operating through a bundled fee program, Capital City Wealth Management covers both investment oversight and financial planning, as well as trading costs charged by the custodian. Portfolios are constructed using diversified risk-based mixes of mutual funds and exchange-traded funds, tailored to each client's specific goals, risk tolerance, and time horizon. Financial planning topics include retirement preparation, cash flow management, employee benefits, estate planning, insurance, risk mitigation, tax planning, financial goal tracking, and business planning. Additionally, Capital City Wealth Management coordinates tax preparation services through an independent third-party provider, paying those fees on behalf of the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees are negotiable. The fee is a bundled wrap fee covering advisory services and brokerage transaction costs.