Capitol Family Office provides ongoing portfolio management and financial planning services tailored to individual client goals, time horizons, and risk tolerance. The firm constructs personalized investment portfolios using mutual funds, exchange-traded funds, fixed-income securities, and equities. In addition to individual wealth management, Capitol Family Office offers consulting services to pension plans and employee benefit programs. Financial planning covers areas such as investment planning, insurance, taxes, retirement, college funding, and debt management. The firm operates with a legal requirement to act in your best interest when providing investment advice for retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 2.00% |
| $499K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are subject to a maximum annual percentage of 2% and are negotiable at the sole discretion of the advisor.