Page Capital Private Wealth Management provides investment advice and financial planning to individuals, families, and small businesses. As a fiduciary, Page Capital is legally required to act in the client's best interest. Services include comprehensive portfolio management using stocks, bonds, ETFs, and mutual funds, as well as standalone financial planning and consulting covering retirement, estate, tax, and education planning.
Assets Under Management$56M
Clients12
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$56M
Fee Structure
Planning is included in investment management (also available separately)
Page Capital Private Wealth Management offers comprehensive portfolio management where they manage your investments and provide financial planning. The annual fee will not exceed 2.00% of the value of your account, billed monthly. Fees are negotiable and deducted directly from your account.
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