Capitol Private Wealth Group provides investment advice and financial planning to individuals. The firm creates portfolios using stocks, bonds, ETFs, mutual funds, and other securities. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. The firm tailors investment advice to each client's needs and goals.
Assets Under Management$560M
Clients572
Advisors7
Avg. per Client$980K
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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