Capasso Planning Partners offers ongoing portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm builds customized investment portfolios using mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and private placements. Capasso Planning Partners also manages held-away retirement accounts through a third-party platform and assists clients with tax and accounting services through an affiliated practice. The firm operates with discretion, meaning advisors make day-to-day trading decisions on behalf of clients based on mutually agreed-upon goals and risk tolerances.
Fee Structure
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 are negotiable and vary by client. The maximum annual fee is 1.25%. Financial planning fees are separate from investment management fees.