Capital Gains Advisory is a registered investment advisor based in New Jersey that offers ongoing investment management and financial planning services. The firm builds portfolios primarily using low-cost index funds, exchange-traded funds, and short-term holdings, tailoring advice to each client's specific risk tolerance and time horizon. In addition to investment management, Capital Gains Advisory provides tax advisory, tax preparation, accounting, and personal finance coaching through the same company. The firm operates on a fee-only basis, meaning it does not accept commissions for selling financial products.
Assets Under Management$1M
Clients3
Advisors1
Avg. per Client$330K
Avg. per Advisor$1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
A minimum annual fee of $7,000 applies. Fees are negotiable at the firm's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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