Advisor at Capstone Investment Management 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
Capstone Investment Management LLC
Location
Ormond Beach, FL 32174
Credentials
ChFC®
Industry experience
4 years
Financial planning and consulting fees as above; Qualified Plan Consulting Services flat fee $500 - $2,500
$0 - $250,000: 1.15% $250,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.50% $20,000,001+: Negotiable
Fee-only: Financial planning and consulting fees: CFP® Developed Holistic Financial Plan $2,500; Financial Plan Maintenance and up to 10 hours of Consulting $1,000 annually; Social Security Income Report and Analysis $250; 1-hour Consultation $250; Qualified Plan Consulting Services negotiable flat fee $500 - $2,500
Capstone Planning
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 66
Daytona Beach Shores, FL
Edward Jones
Series 66
Port Orange, FL
Edward Jones
Series 66
Port Orange, FL
Edward Jones
Series 66
Daytona Beach, FL
Edward Jones
Series 63, Series 65
Port Orange, FL
Edward Jones
Series 63, Series 65
Port Orange, FL
Merrill
Bella Khamitsaeva is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term goals. Bella's expertise includes general investing, retirement planning, and preparing for unexpected financial needs. She also facilitates access to Bank of America specialists for services such as banking, credit, home financing, and small business solutions. She holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Daytona State College.
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