Capital Fluency offers financial consulting to individuals, investment management services, and pension plan advisory services to company-sponsored retirement plans. Financial consulting includes investment reviews, retirement planning, tax planning, and estate planning. Investment management is tailored to individual goals and risk tolerance. For retirement plans, Capital Fluency acts as a fiduciary, managing plan assets and providing investment recommendations.
Assets Under Management$19M
Clients31
Advisors1
Avg. per Client$600K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable. Qualified investors can also choose a performance-based fee structure: 1.0% of assets under management, plus 20% of net profits above a high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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