We Believe In Transparency, Check Out Our Fees
Capital City Wealth Management has an informal asset minimum of $500,000 per household.
Ongoing Planning Fees
1% - under $500,000
0.95% - $500,000-$1,000,000
0.85% - $1,000,000-$2,000,000
0.75% - $2,000,000-$3,000,000
0.65% - +$3,000,000
Asset management fees are billed quarterly in advance, and deducted directly from client’s accounts.
As fee-only financial planners, we receive no other forms of compensation.
Capital City Wealth Management has an informal asset maximum of $5,000,000 per household for new clients.
Our firm caters to clients whose primary goal is retirement income. New clients approaching retirement with +$5,000,000 in assets likely have efficient retirement income planning as a lesser priority and might be better served by an advisory firm with different specialties.
Please see Item 5 of our Form ADV Part 2A for additional information regarding financial planning fees and Item 4 of our Form ADV Part 2A Wrap Fee Program Brochure for additional information regarding our asset-based fees.