CapWealth charges an annual management fee based on a percentage of assets under management, deducted quarterly in advance. The minimum account size is $1,000,000, but this is subject to senior management discretion. The minimum annual account fee is $5,000, which may be waived. An annual administrative fee of $400 is also charged per account to cover performance measurement and reporting. Financial planning is provided as part of comprehensive wealth management services without additional charge, but fixed fees may be charged for financial planning projects outside of traditional wealth management services.