Capital A Wealth Management helps clients build, manage, and preserve their wealth. They specialize in retirement investing and income generation. Capital A manages advisory accounts on a discretionary basis, allocating client assets among mutual funds, exchange-traded funds (ETFs), cash, and individual debt and equity securities. Financial planning services are included with investment management, but standalone financial planning is also available.
Fee Structure
Capital A charges a percentage of your portfolio each year for investment management services. The specific rate is determined by a contract. The fee is calculated based on the average daily balance of your account and is billed monthly in arrears. The custodian will directly debit your account for the advisory fee. At Capital A's discretion, asset amounts in accounts from the same household may be aggregated together to determine the advisory fee.