Capital Achievements is a registered investment advisor offering asset management services. These services include financial goal planning, debt management, cash flow planning, employee benefits reviews, retirement account planning, insurance needs analysis, tax strategy planning, estate plan integration, investment planning, asset allocation, specific investment recommendations, rebalancing, implementation and plan maintenance support, ongoing access to the advisor, account establishment assistance, online reporting, and coordination with other advisors. Investment services are provided on a discretionary or non-discretionary basis.
Fee Structure
Capital Achievements offers three investment management services with fees based on the amount of money invested. Fees are charged quarterly.
Capital Management Service (CMS):
- Up to $5,000,000: 1.25% per year
- $5,000,000 through $15,000,000: 1.00% per year
- $15,000,000 through $25,000,000: 0.75% per year
- Over $25,000,000: 0.50% per year
Capital Growth Service (CGS):
- Up to $5,000,000: 1.00% per year
- $5,000,000 through $15,000,000: 0.80% per year
- $15,000,000 through $25,000,000: 0.60% per year
- Over $25,000,000: 0.40% per year
Capital Investments Service (CIS):
- Up to $5,000,000: 0.75% per year
- $5,000,000 through $15,000,000: 0.50% per year
- $15,000,000 through $25,000,000: 0.25% per year
- Over $25,000,000: 0.10% per year
Fees are negotiable.