Capital Resources & Insurance, Inc. provides investment advice and financial planning services to help clients achieve their financial goals. The firm offers asset management where they work with clients to select investments based on their risk tolerance and goals. They also offer consulting services and financial plans. Client accounts are typically held at Charles Schwab.
Assets Under Management$55M
Clients109
Advisors1
Avg. per Client$500K
Avg. per Advisor$55M
Fee Structure
Capital Resources & Insurance, Inc. charges a percentage of the value of your portfolio each year, typically between 0% and 2%, but not exceeding 3%. This fee is paid in advance, in quarterly installments. This does not include custodial fees that may be assessed by the account custodian.
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