Capstone Investment Management is a registered investment advisor based in Florida that provides portfolio management, financial planning, and retirement plan consulting to individuals and high-net-worth clients. Capstone Investment Management designs custom investment portfolios based on each client's specific goals, risk tolerance, and financial situation, often utilizing external institutional platforms and money managers. In addition to managing investments, Capstone Investment Management offers holistic financial planning covering cash flow, college savings, retirement, taxes, and estate planning. Capstone Investment Management operates as a legally required fiduciary, meaning they are bound to act in your best interest when advising on retirement accounts and overall wealth management. The firm also offers specialized consulting services, such as Social Security analysis and retirement plan reviews. Capstone Investment Management does not maintain account minimums, making their services accessible to a wide range of investors.
Fee Structure
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 are negotiable for accounts over $20,000,000. Billed monthly in arrears.