Fee Schedule

College Partners

A unique service designed specifically for families with college-bound children, your college funding plan will show you exactly how to maximize financial aid eligibility and lower your out-of-pocket costs for education.  Fees based upon work anticipated.

Starting at $1,200 per student, and $600 each additional student

Financial Planning

Your comprehensive financial plan includes everything necessary to assess your current financial status and establish goals for where you’d like be.  CWP will offer complete recommendations and implementation techniques adapted to your specific financial situation, as well as provide ongoing guidance for all areas of your wealth picture for one full year.  Additionally, you will be granted access to our exclusive Capstone Online Wealth Center – a single sign-on, personal financial website that allows you to see all of your assets, liabilities, and critical documents in one convenient place (even those not managed by CWP), updated on a daily basis.  Fees are for one year of service based upon work anticipated.

Range is $1,200 to $4,000
                 *Most CWP clients retain our services for subsequent years at a significantly reduced cost.

Investment Management

Capstone Investment Management programs are custom-tailored to reflect your goals and values.  Based upon an individually created Investment Policy Statement, we will clearly state the parameters of our process, which include defining your objectives for risk/return, determining your proper asset allocation, providing guidelines for asset selection and evaluation, and establishing ongoing communication protocol.

Our investment management fees are expressed as an annual percentage:

First $249,999 ...................................... 1.10%
$250,000 - 499,999 ............................. 1.00%
$500,000 - 999,999 ............................. 0.90%
$1,000,000 - 1,999,999 ....................... 0.80%
$2,000,000 and up ............................... 0.70%