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.

Management Fees

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 conflict-free, 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.

We’d love to start a conversation with you. Call or make an appointment today.

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Our mission is to help you get from where you are to where you want to go. Relax and enjoy life.
We’re with you every step of the way.