Capital Consulting & Asset Management provides personalized investment management and financial planning services for individuals, families, and retirement plans. Founded in 1996 and based in Lincoln, Nebraska, the registered investment advisor manages portfolios using model portfolios consisting of mutual funds and exchange-traded funds, and also connects clients with third-party money managers for larger portfolios. Services include comprehensive financial planning, retirement planning, tax strategies, estate planning, education funding, and insurance analysis. Capital Consulting & Asset Management tailors its recommendations to each client's goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $400K | 1.25% |
| $400K - $900K | 1.15% |
| $900K - $1.9M | 1.00% |
| $1.9M+ | 0.90% |
Referred clients receive a flat rate of 1.00% up to $1M and 0.90% on assets over $1M. Fees are negotiable.