CB Capital is a fee-only registered investment advisor providing investment advisory services and financial planning. CBC works with high net worth individuals, small businesses, pension plans, estates, and trusts. CBC's investment approach focuses on comprehensive planning, strategic asset allocation, tax efficiency, fee minimization, and behavioral economics. CBC aims to minimize conflicts of interest and only receives compensation from its clients.
Assets Under Management$120M
Clients63
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.30% |
Fees are customized for accounts over $10,000,000. As an alternative, the Firm may apply a minimum fee to the table above or charge a flat fee both of which can range from $5,000 to $15,000/year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...