Capital Financial Boise, Inc. (CFB) offers investment advice and supervisory services, tailoring its approach to each client's individual needs and risk tolerance. CFB follows a six-step process that includes establishing the advisor-client relationship, gathering and analyzing client data, developing and implementing a plan, and monitoring its progress. CFB manages investments on a discretionary basis.
Assets Under Management$4.3M
Clients12
AdvisorsN/A
Avg. per Client$360K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
For qualified assets in a business retirement plan, non-profit corporation, or foundation, the annual fee is a fixed 1.00% unless total assets under the managed plan are more than $1,000,000, in which case the tiered fee structure applies.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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