Capstone Wealth Management Corp.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$92,112,218
Total clients
313
4% high-net worth
Total advisors
3
of 5 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
104
Average account size
$294,288
Client services
Fee options
Financial planning fixed fees typically range from $1,000 to $5,000, negotiable.
$0 - $250,000: 2.25% $250,001 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.25% $2,000,001+: 1.00%
Hourly fees may be charged for specific advice or annual review of a financial plan.
Up to 20% quarterly fee on realized and unrealized gains for qualified clients with negotiated agreements.
Account minimum: $50,000
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Capstone Wealth Management Corp.
5120 S. Lakeland Drive, Suite 1
Lakeland FL 33813, United States
Number of offices
2
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