Capstone Wealth Management Group, LLC
Assets Under Management
$233.1M
Number of Clients
329
Number of Advisors
6
Average Client AUM
$708K
AUM per Advisor
$38.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capstone Wealth Management Group offers individual portfolio management using stocks, bonds, ETFs, and mutual funds, managed on a discretionary or non-discretionary basis. They also provide financial planning services, including personal, tax, investment, insurance, retirement, death & disability, and estate planning. They do not offer the Third-Party Money Manager program to new clients.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees above $5,000,000 are negotiable.
Fee Estimator
The annual fee for Individual Portfolio Management accounts ranges from 0.65% to 1.50% of assets under management. Fees are generally not negotiable. Financial planning fees are either hourly ($150 to $250 per hour) or fixed ($500 to $5,000), depending on the complexity. Fees are calculated at a family or company level. An Advisor's family may be charged a lower fee than listed on the fee schedule. Capstone may charge a different fee based on a case-by-case analysis due to extenuating circumstances of the client.
Areas of Practice
Location
404 SW Columbia St., Suite 230, Bend, OR, 97702-3453