CapVisor Associates provides investment advice and consulting, specializing in the insurance industry. Services include investment strategy design, asset allocation analysis, and manager selection. CapVisor also works with accredited private clients, offering advice-only services without managing assets directly. The firm focuses on tailoring investment strategies to each client's unique needs and risk tolerance.
Assets Under Management$670M
Clients27
Advisors4
Avg. per Client$25M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $1.3M | 0.70% |
| $1.3M - $1.5M | 0.65% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $3.5M | 0.60% |
| $3.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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