Investment Management
CWP Investment Plans are custom-tailored to reflect your personal goals and values. Based upon a personalized Risk Assessment and Investment Policy Statement, we will clearly state the parameters of our process, which include defining your objectives for risk/return, determining proper asset allocation, providing guidelines for asset selection and evaluation, and establishing ongoing communication protocol.
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Our fees are expressed as an annual percentage, and are deducted pro-rata quarterly:
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$100,000 - 250,000
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1.10%
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$250,000 - 500,000
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1.00%
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$500,000 - 1,000,000
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0.90%
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$1,000,000 - 2,000,000
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0.80%
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$2,000,000 & up
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0.70%
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Financial Check-up
This is where most of our clients begin – our Financial Check-up is a short-term, yet comprehensive, financial planning engagement that delivers prudent, unbiased recommendations through a series of four meetings over 60 days. CWP will help get your “financial house” in perfect order by analyzing your specific financial situation and recommending implementation techniques for the following areas of personal finance – Retirement, Education, Goal Planning, Cash/Debt Analysis, Portfolio Review, Insurance, Fundamental Tax Guidance, and Basic Estate Planning.
- $1,500 and up (dependent upon complexity)
Wealth Management
Our Wealth Management service picks up where your Financial Check-up leaves off, providing you and your family with ongoing proactive advice, delivered systematically through a yearly three-meeting process. CWP will lead a Deliverables Team of Subject Matter Experts (of your choice) in the fields of Financial Planning, Money Management, Insurance, Tax Planning, and Estate Planning. We commit to hold these third-party experts 100% accountable to whatever your unique situation requires, so that you can not only get your “financial house” in perfect order, but keep it that way forever. Additionally, you will be granted access to a customized Client Smart Portal – a single sign-on, personal financial website that allows you to see all of your assets & liabilities (even those not directly managed by CWP), all updated on a daily basis.
- $500 per quarter and up (dependent upon complexity)
- Complimentary for clients holding $500,000 or more of managed investments with CWP
Capstone Wealth Partners, Ltd. |