Kapstone Financial Advisors offers wealth management and financial planning services to individuals, families, trusts, estates, businesses, and retirement plans. Kapstone works with clients to identify their investment goals, risk tolerance, and financial situation to design a portfolio strategy. The firm primarily uses exchange-traded funds and mutual funds, but may also use individual stocks and bonds. Financial planning services are included with wealth management and may cover investment, retirement, estate, insurance, tax, and education planning.
Fee Structure
Kapstone Financial Advisors charges a fee based on the value of your portfolio, ranging from 0.50% to 1.50% per year. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with the firm. Fees are paid monthly, in advance. Certain clients may be subject to a legacy fee schedule.