The Caprock Group, LLC
Assets Under Management
$10.1B
Number of Clients
408
Number of Advisors
44
Average Client AUM
$24.9M
AUM per Advisor
$230.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Caprock provides continuous investment advice to clients and families based on their individual needs. They develop personal investment guidelines and manage portfolios accordingly. Caprock may allocate portions of portfolios to third-party investment managers. They also offer Wealth Management and Family Office Services, including coordination among advisors, private investment analysis, and balance sheet reporting. Consulting services are available for individuals and institutions.
Fee Structure
Caprock's fees may include fixed fees or fees based on a percentage of assets under management and advisement. The annual fee for Investment Advisor Services will generally be no greater than 1% of assets under management. Fees are negotiable based on client requirements and service complexity. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services. Fees are billed monthly in arrears.
Areas of Practice
Location
800 West Main Street, Suite 1150, Boise, ID, 83702