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
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