Capita Financial Network provides financial planning and investment management services, primarily for retirees and those planning for retirement. Capita reviews each client's individual needs and tailors its advisory services to those needs. Capita selects model portfolios and provides asset management services. Clients may impose individual restrictions on their accounts.
Assets Under Management$1.8B
Clients2,561
Advisors30
Avg. per Client$720K
Avg. per Advisor$62M
Fee Structure
Investment management only (planning not offered)
Capita Financial Network charges a percentage of the value of your portfolio each year, paid quarterly. The fees generally range from 1% to 1.75% annually, but may be negotiable. Clients with multiple accounts may be charged different rates for each account. Clients may pay different fees for accounts with the same or similar objectives.
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Location
30 Advisors at this firm
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