Capview Advisors provides investment management services through consultations. They offer both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. Capview Advisors does not sell commissioned products and engages other professionals like lawyers and accountants as needed by the client.
Assets Under Management$43M
Clients29
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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