Capstone Wealth Advisors offers financial planning and investment advice, driven by each client’s individual financial goals. The firm uses diversified portfolios and a systematic strategy to manage investments, adhering to fiduciary standards. Capstone Wealth Advisors helps clients coordinate their finances with their life goals, integrating investments across various accounts. Client involvement is crucial, and the firm monitors investments and provides ongoing advice.
Fee Structure
Capstone Wealth Advisors charges an annual fee for managing your investments, ranging from 0.10% to 1.5% of the value of your portfolio. The specific fee depends on the amount you invest and your individual needs. While Capstone Wealth Advisors doesn't have a set minimum account size, the fees are generally not negotiable. Capstone Wealth Advisors may recommend a third-party asset manager, whose fees will be a portion of your total advisory fees, ranging from 0.15% to 1.25% of the value of your portfolio.