Capstone Investment Management provides financial planning and investment advice to individuals and high-net-worth individuals. Capstone offers financial planning, qualified plan consulting, and portfolio management services. For portfolio management, Capstone may act as a co-advisor with Matson Money, Inc. Capstone's managing member also sells insurance products through Capstone Planning, LLC.
Assets Under Management$62M
Clients243
Advisors2
Avg. per Client$250K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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