Assets Under Management
$327.7M
Number of Clients
647
Number of Advisors
2
Average Client AUM
$506K
AUM per Advisor
$163.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capasso Planning Partners LLC offers portfolio management and financial planning services. They create tailored investment plans based on client goals, risk tolerance, and time horizon. Financial planning covers various areas, including investment, insurance, tax, estate, and retirement planning. They primarily recommend mutual funds and private equity funds.
| Assets Under Management | 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%.
635 East Bay Street, Suite C, Charleston, SC, 29403