Capitol Family Office, INC.
Assets Under Management
$136.5M
Number of Clients
139
Number of Advisors
2
Average Client AUM
$982K
AUM per Advisor
$68.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capitol Family Office (CFO) offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They also provide pension consulting services to employee benefit plans and financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. CFO generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, and treasury inflation protected/inflation linked bonds.
Fee Structure
CFO charges fees for portfolio management, pension consulting, and financial planning. Portfolio management fees are based on a percentage of assets under management, subject to negotiation. Financial planning fees are fixed and range from $250 to $30,000, also negotiable. Clients are responsible for third-party fees such as custodian and brokerage fees. Fees are paid in advance, and unearned fees are refunded on a prorated basis.
Areas of Practice
Location
1500 NW Bethany Blvd., Suite 200, Beaverton, OR, 97006