Caplo Advisory provides ongoing investment management services, managing client accounts with continuous supervision. Caplo also offers financial planning and consulting services, helping clients understand their financial situation and set financial objectives. These services cover financial goals, tax planning, asset allocation, risk management, retirement planning, budgeting, education planning, and more. Financial planning is offered on a project basis.
Assets Under Management$7.2M
Clients33
Advisors1
Avg. per Client$220K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees are negotiable for accounts over $3,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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