Capital Wise Advisory provides investment management based on individual client needs, including stocks, bonds, ETFs, and more. They may use outside managers. Financial planning covers business, cash flow, college savings, estate, insurance, retirement, risk, and tax planning. Clients can specify investment restrictions. Capital Wise Advisory participates in Altruist LLC’s Model Marketplace.
Assets Under Management$2.6M
Clients7
Advisors1
Avg. per Client$370K
Avg. per Advisor$2.6M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. At no point will the total advisory fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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