ConCap provides asset management, financial planning, and estate planning services. They focus on building portfolios to meet client needs and help clients develop and execute plans to build and preserve wealth. ConCap will meet with you to discuss your financial circumstances, investment goals, and risk tolerance to tailor a portfolio with appropriate asset allocations and investment strategy.
Assets Under Management$6.7M
Clients17
Advisors1
Avg. per Client$400K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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