CAPTRUST Financial Advisors is a registered investment advisor that provides continuous and regular investment advisory services, wealth planning, tax-related services, family office support, and other ancillary services. Serving individuals, families, trusts, estates, and corporate entities, CAPTRUST builds custom portfolios and utilizes independent investment managers and third-party research services to align investments with each client's specific goals, risk tolerance, and tax situation. The firm offers both discretionary portfolio management, where CAPTRUST makes trades on the client's behalf, and non-discretionary services, where clients approve trades beforehand. In addition to investment management, CAPTRUST offers wealth planning services such as estate planning, tax planning and consulting, charitable planning, tax return preparation, bill pay, and bookkeeping.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and may be higher, lower, or waived based on account size, investment approach, complexity, and relationship duration. Assets above $10M are negotiable.