Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.33% |
| $1.0M - $5.0M | 1.08% |
| $5M+ | 0.65% |
Wealth Management Services - CPC Models
Fee Estimator
Capital Planning, LLC charges a fixed percentage on assets under management. For Wealth Management Services, the first $1M is 1.33%, the next $1M to $5M is 1.08%, and amounts over $5M are 0.65%. For Investment Management Services, the first $1M is 1.08%, the next $1M to $5M is 0.93%, and amounts over $5M are 0.635%. Variable Annuity Services have a fixed percentage fee from 0.65% to 1.33%. Financial planning fees range from $1,000 to $25,000 or more as a fixed fee, or $100 to $700 per hour. A minimum portfolio size of $1 million is required, but it may be negotiable.
Areas of Practice
Advisor Information
Office location
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Since 2017, Brenda has been a demonstrator for Stamp' Up, a craft business. She dedicates a few hours per week to this activity, outside of security trading hours.