Capstone Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, and charitable organizations. Capstone offers wealth management services, which include investment portfolio management and financial planning. They also offer stand-alone investment management and financial planning services. Capstone creates customized investment strategies based on client goals, risk tolerance, and financial situations.
Fee Structure
Capstone Wealth Management charges a percentage of your portfolio annually, ranging from 0.00% to 1.75%. The exact rate depends on the size of your portfolio and the complexity of the services you need. Fees are calculated based on the value of your investments at the end of the previous quarter.