Presidio Financial Group, operating as Capital Partners Wealth Management, offers financial planning and portfolio management. Planning covers cash flow, education funding, retirement, risk management, estate, and tax planning. Investment management is tailored to individual goals and risk tolerance. Educational workshops are also provided. They manage portfolios on a discretionary or non-discretionary basis.
Assets Under Management$29M
Clients84
Advisors1
Avg. per Client$350K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.70% |
Fees are negotiable. For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same individual or two or more accounts within the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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