Capasso Planning Partners (CPP) offers ongoing portfolio management and financial planning services. CPP creates a customized investment plan for each client based on their goals, risk tolerance, and time horizon. CPP may manage held-away assets using Pontera. Financial planning covers various areas, including investment, insurance, tax, estate, retirement, education, and employee benefits planning. CPP may recommend third-party investment advisors.
Assets Under Management$330M
Clients647
Advisors2
Avg. per Client$510K
Avg. per Advisor$160M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.70% |
| $4.5M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees vary and are negotiable. The maximum annual fee for investment advisory services is 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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