Capital United Investments offers investment advisory services, financial planning, and pension consulting. They manage portfolios based on client objectives, using a tactical allocation strategy. Financial planning includes retirement strategies, tax optimization, and estate planning. Capital United tailors its services to individual client needs and goals.
Assets Under Management$900K
Clients12
Advisors1
Avg. per Client$75K
Avg. per Advisor$900K
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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