With over 30 years in the community, we seek to 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 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 request an appointment today.