Cap Strat
Assets Under Management
$21.3B
Number of Clients
338
Number of Advisors
7
Average Client AUM
$63.0M
AUM per Advisor
$3.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CAP STRAT offers discretionary and non-discretionary consulting and investment advisory services, including manager recommendations, asset allocation, investment policy, financial planning, and portfolio management. Services are tailored to clients' goals, policies, objectives, and risk tolerances. They also provide general consulting services to corporate retirement plans.
Fee Structure
Fees for asset management and investment consulting services range from 0.05% to 0.75% annually or a flat dollar fee, and are negotiable based on assets under management, scope of services, and complexity. The average percentage fee paid in 2024 was 0.42%. Retirement plan services range from 0.025% to 1.00% annually, also negotiable. Unaffiliated investment manager fees are charged separately. Fees can be deducted from your account or billed directly.
Areas of Practice
Location
One Parkview Plaza, Suite 620, Oakbrook Terrace, IL, 60181