Capitalwize, LLC is a financial planning firm that provides services such as financial planning, individual consultations, and investment advisory services through third-party managers like Betterment Institutional. Capitalwize works with clients to create financial plans covering areas like retirement, investments, and estate planning. The firm also offers educational seminars. Capitalwize is a fee-only firm and does not sell commissioned products.
Assets Under Management$1.4M
Clients45
Advisors8
Avg. per Client$31K
Avg. per Advisor$170K
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 | 0.99% |
| $250K - $1000K | 0.75% |
| $1000K+ | 0.75% |
Fees include the Betterment for Advisors platform fee of 0.20%. The annual fee may be negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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