CapstoneWealth provides investment management services by creating portfolios using institutional portfolio strategists through Orion Portfolio Solutions. CapstoneWealth works with you to understand your investment goals and risk tolerance. They monitor accounts and provide advice, but clients make the final decisions. CapstoneWealth recommends third-party advisors that offer a bundled fee program.
Assets Under Management$23M
Clients55
Advisors2
Avg. per Client$420K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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