CapTrust Wealth Advisors offers wealth planning and investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. Services include business planning, cash flow forecasting, trust and estate planning, investment consulting, education savings, retirement planning, risk management, charitable giving, tax planning, and Social Security planning. CapTrust manages client investment portfolios on a discretionary or non-discretionary basis, primarily allocating assets among mutual funds, ETFs, individual debt and equity securities, variable annuities, and independent investment managers.
Fee Structure
CapTrust Wealth Advisors' fees for wealth planning and investment management generally range from 0.50% to 1.50% annually. Investment management only fees range from 0.20% to 1.50% annually. These fees are based on the complexity of services, the level of assets managed, and the overall relationship with CapTrust. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter.