Capital Advice provides market timing signals for fixed income and equity strategies. They also offer customized investment management services, including asset allocation, manager selection, and portfolio rebalancing. Capital Advice may refer clients to third-party money managers. They also offer variable annuity management. The firm creates customized portfolios based on client objectives, risk tolerance, and financial situation.
Assets Under Management$2.1M
Clients5
Advisors1
Avg. per Client$420K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable based upon certain circumstances. Accounts that are considered the same household may be aggregated for breakpoints.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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