Capital Resource Advisors offers personalized investment management and financial planning services. Capital Resource Advisors builds customized portfolios using exchange-traded funds, mutual funds, equities, and fixed income securities to match each client's specific goals and risk tolerance. In addition to managing investments, Capital Resource Advisors provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, debt management, and education funding. Capital Resource Advisors works primarily with individuals, including high-net-worth clients.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on account size, service complexity, or related accounts. Certain assets like annuities or insurance products may be exempt.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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