Fees

Pricing Structure

Plan Cost
Early Stage Investor $49/month plus one-time onboarding fee $250 (services below)
Working Professionals / Retirees / Business Owners $75/month plus one-time onboarding fee $350 (services below)
Financial Plan Only $2500+ based on client assets
Business Planning Custom Pricing

Services

Early Stage Investor Working Professional / Retirees / Business Owners
Basic Financial Plan Comprehensive Financial Plan
Annual Client Meeting Multiple client meetings (minimum 2)
Budgeting / Cash Flow Analysis Budgeting / Cash Flow Analysis
Debt Elimination Strategy Debt Elimination Strategy
Organization of client documents Organization of client documents
Behavioral coaching and wealth mentoring Behavioral coaching and wealth mentoring
Access to financial planning tools Access to financial planning tools
Retirement account investment analysis and allocation
Investment policy design
Portfolio Review and evaluation
Risk management analysis
Insurance policy review
Estate analysis and planning
Tax planning
Tax projections
Philanthropic planning

Investment Management

Definition: Handling assets and other investments. Management includes devising a short-term or long-term strategy of portfolio holdings.


We do extensive research to build and manage our own portfolios that are geared to your financial risk tolerance and goals. We review and evaluate your holdings on a quarterly basis and make changes as necessary. We want to make this process as easy and as comprehensible as possible. 


Investing is a science and an art and is better left to the professionals. We joke here at Capital Advisors and say that people could be their own doctors via WebMD, but one wrong diagnosis can be the difference between a terminal illness and a spider bite! 


Let us help you with your financial diagnosis and come up with a prescription for success. 


Questions To Think About 


  • Do you have a 401(k) with your company? If so, visit our self-directed brokerage page to see how we can potentially help you manage your 401(k).
  • Have you inherited a lump-sum of money and don't know how to manage it? We can discuss options available to help you sustain your wealth to match your goals. 
  • How do you evaluate your risk profile? If you had a lump-sum of money in the stock market would you be able to sleep comfortably? 
  • The market is down, what do you do? How do you handle market fluctuations? 
  • How do I know what to invest in? We can discuss options based on your risk tolerance and financial goals


Investments We Manage Cost
0 - $1,000,000 1%
$1,000,000 - $3,000,000 0.85%
$3,000,000 - $5,000,000 0.60%
$5,000,000 - $10,000,000 0.45%
$10,000,000+ 0.30%
Share by: