CINCaP Asset Management offers wealth counseling and investment advisory services to individuals, families, trusts, estates, and businesses. They focus on communication, education, and transparent pricing. Services include financial planning, portfolio summaries, investment plans, and ongoing reviews. They manage investments using various asset classes and strategies, including mutual funds, ETFs, and individual securities. CINCaP has discretionary authority to manage accounts.
Fee Structure
CINCaP Asset Management charges a percentage of the value of your investments each year. The exact percentage depends on how much you have invested, and the rate decreases as your portfolio grows. There is no minimum annual fee. The fee includes wealth counseling, investment advice, and some consulting services. If you need extra planning or consulting, CINCaP may charge an additional fee, which they will agree on with you in writing beforehand.