Advisor at Capital Design Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Design Private Wealth LLC
Location
Portsmouth, NH 03801
Credentials
Series 63, Series 66
Industry experience
15 years
Fixed fee engagements with estimates provided prior to engagement.
$0 - $500,000: 1.25% $500,000.01 - $1,000,000: 1.15% $1,000,000.01 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01+: 0.5%
Foundations and Partnering tiers start at $175 per month, billed quarterly in arrears.
Fee-only: Ongoing financial planning fees range from $900 to $5,000 annually billed monthly; Three-tiered advisory service fees start at $175 per month for Foundations and Partnering tiers.
36 Maplewood Avenue
Portsmouth, NH 03801
Louisiana · Maine · Massachusetts · New Hampshire · Texas
Capital Design Private Wealth LLC
2019 - Present (7 years)
AMERIPRISE FINANCIAL SERVICES, Inc.
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service at an AUM fee of 0.65% annually. Our mission is to offer transparency, low fees, and tailored financial strategies accessible to a broader audience. Specializing in financial planning, investment management, and wealth transfer, we help you achieve your immediate goals and secure your legacy. Connect with us to explore how we can help you navigate your financial future with confidence and expertise.
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