Capasso Planning Partners LLC
Assets Under Management
$327.7M
Number of Clients
647
Number of Advisors
2
Average Client AUM
$506K
AUM per Advisor
$163.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capasso Planning Partners LLC offers portfolio management and financial planning services. They create tailored investment plans based on client goals, risk tolerance, and time horizon. Financial planning covers various areas, including investment, insurance, tax, estate, retirement, and education planning. They may direct clients to third-party investment advisers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| $0K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.5M | 0.70% |
| $4.5M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees vary and are negotiable. The maximum annual fee for investment advisory services is 1.25%.
Fee Estimator
Portfolio management fees are based on a tiered structure (see table). Financial planning fees are separate and in addition to portfolio management fees. There is a minimum fee of $2,400 for all financial planning services. Fixed financial planning fees range from $1,500 to $100,000, paid quarterly or semi-annually in advance. Hourly fees for ongoing financial planning range from $250 to $350, paid quarterly in arrears.
Areas of Practice
Location
635 East Bay Street, Suite C, Charleston, SC, 29403