Cap Six Advisors offers investment management services directly to clients, generally through separately managed accounts. They work with clients to understand their risk tolerance and financial goals. Cap Six also provides investment management services to other investment advisors, managing their clients' assets on a discretionary basis. Cap Six's investment recommendations are generally limited to individual equity securities.
Assets Under Management$270M
Clients40
Advisors4
Avg. per Client$6.7M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Cap Six charges an annual fee based on the size of your account. The fee does not exceed 0.72% per year, but may be lower depending on the circumstances. Fees are charged quarterly in advance. The advisory fees may be negotiable.
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