The Capeloto & Hedrick Co offers investment management services where investment decisions are made for you, along with financial planning services. Financial planning is included at no additional cost for investment management clients. The firm creates an investor risk profile to determine the appropriate investment mix for each client. Clients can impose restrictions on investments, but this may affect account performance.
Assets Under Management$120M
Clients115
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Advisory fees are negotiable up to the maximum annual rates listed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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