8020 Capital Management provides personalized wealth management services, combining investment portfolio management with ongoing financial planning. 8020 Capital Management builds custom investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by modern portfolio theory and fundamental analysis. Clients also receive integrated financial planning covering retirement, cash flow, college savings, tax strategies, and estate planning at no extra cost. For clients seeking standalone advice without ongoing investment management, 8020 Capital Management offers project-based financial planning. The firm operates as a registered investment advisor based in San Clemente, California, and is owned by Scott Monroe.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
Fees are negotiable. Household accounts may be aggregated. First tier extended to $0 to cover account minimum.