Capital-E-Advisors is a registered investment advisor that creates personalized financial plans and manages investment portfolios for individuals, families, trusts, and businesses. The firm builds portfolios using a diversified mix of traditional and alternative asset classes designed to reduce volatility and manage risk over time. Capital-E-Advisors also coordinates with clients' accountants and estate attorneys to ensure seamless financial management, tax minimization, and estate planning support.
Assets Under Management$76M
Clients87
Advisors1
Avg. per Client$870K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
The 1.50% rate applies to accounts under $500,000. For accounts over $500,000, the schedule starts at 1.25% for the first $1M and decreases for higher amounts. Fees are negotiable in rare situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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