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Management Fees

Capital Advantage is a 100% fee-only firm. Our transparent fee includes the management of your investment portfolio as well as ongoing financial and retirement planning.

personalIZED Wealth Management

100% Fee-Only

As an SEC-registered investment advisor, Capital Advantage is held to a strict fiduciary standard, which means that we are not only committed—but also obligated—to put your interests ahead of our own.

We work on a 100% fee-only basis which enables us to make independent decisions based on what is best for our clients and their financial goals.

Our standard annual fee for investment management services–which includes ongoing financial planning and retirement planning–is calculated based on the balance of your assets under management, with a minimum quarterly fee. See our Schedule of Fees.

We are happy to help you with your investment protfolio of $500,000 or more.

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