Capital Planning, LLC
Assets Under Management
$676.9M
Number of Clients
379
Number of Advisors
5
Average Client AUM
$1.8M
AUM per Advisor
$135.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Planning, LLC provides fee-based investment advisory services, including wealth management (investment management and financial planning), investment management, and financial planning/consulting. They use a four-phase strategic process and a seven-step approach to uncover client goals and objectives. They offer CPC Models, CPC Custom Models, Variable Annuity Models, and Managed Programs with Independent Managers. They also offer consulting services.
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
Location
10900 NE 4th Street, Suite 2300, Bellevue, WA, 98004