Capital Partners Investment Group (CPIG) offers wealth management and financial planning services to help clients meet their financial goals. CPIG analyzes clients' financial situations, investment objectives, and risk tolerance to create customized strategies. Services include asset management, retirement planning, insurance and estate planning reviews, and investment recommendations. CPIG may also offer educational seminars and workshops.
Assets Under Management$40M
Clients36
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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