With over 30 years in the community, we have become lifetime partners for our clients, their children, and even their grandchildren.
Explore our services below.
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.
Our standard annual fee for investment management services is typically 1% on the balance of your assets under management.
Criteria commonly used to adjust the fee schedule and/or minimum fee are:
Date of acquisition
Additional services requested
Account investment objective
Prospective additional business
Amount of assets under management
We are happy to help you with your investments of $500,000 or more. Whether you’re just starting out, or already enjoying financial independence, we’ll work with you to create a personalized investment strategy designed to achieve your financial goals.