CAPO CREEK Financial Solutions offers wealth management services including investment management and financial planning. They create custom financial plans tailored to individual client needs and objectives. CAPO CREEK Financial Solutions emphasizes preparing for unforeseen circumstances to protect client assets. They may recommend third-party investment advisors and monitor their performance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.80% |
These rates are for discretionary accounts. Non-discretionary accounts are charged: - First $10 million — 1.25% per year - Above $10 million — 1.00% per year Fees may be negotiable and can vary based on the size and complexity of the relationship, but will never exceed 3% of the account value. Clients from acquired firms may pay up to 1.25% or $5,000 annually, but not above 3% of the asset value.