Capstone Global Advisors (CGA) is a fee-only firm providing financial planning and investment advice. CGA offers asset management through a wrap fee program and financial planning services on an hourly basis. CGA creates investment strategies tailored to each client's goals and objectives. Clients may engage other professionals like lawyers and accountants directly.
Assets Under Management$9.7M
Clients33
Advisors1
Avg. per Client$300K
Avg. per Advisor$9.7M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.90% |
| $4M+ | 0.75% |
Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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