Capital Portfolio Management is a registered investment advisor that provides portfolio management and retirement plan consulting services. Capital Portfolio Management creates individualized investment portfolios tailored to each client's specific goals, time horizon, and risk tolerance, regularly monitoring and adjusting investments in response to market conditions. For retirement plans, Capital Portfolio Management offers a range of consulting services, including both non-discretionary and discretionary fiduciary support, as well as participant education. Capital Portfolio Management's team members are also registered representatives of a broker-dealer and licensed insurance agents, allowing them to offer securities and insurance products for separate commissions. Capital Portfolio Management has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee ranges from 0.35% to 1.50% and is negotiable based on account size. Multiple accounts may be aggregated.