Capable Wealth, LLC provides personalized financial planning and investment management services for individuals, high-net-worth individuals, and business owners. The firm specializes in comprehensive financial planning covering areas such as retirement planning, cash flow and debt management, tax strategies, risk management, employee benefits optimization, estate planning, and education funding. Capable Wealth also offers specialized planning tailored for orthopedic surgeons. For investment management, Capable Wealth designs and manages portfolios using a strategic asset allocation framework, primarily utilizing passive investments like mutual funds and exchange-traded funds, alongside fundamental and cyclical analysis. Capable Wealth operates as a registered investment advisor and acts in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable based on portfolio size, prior investment knowledge, and investment complexity. Ongoing financial planning is included with this fee.
