Capital Asset Advisors LLC (CAA_LLC) provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. CAA_LLC also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CAA_LLC may direct clients to third-party investment advisors to manage assets.
Assets Under Management$41M
Clients82
Advisors2
Avg. per Client$500K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. CAA_LLC will also charge an initial setup fee for certain client accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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