We Believe In Transparency, Check Out Our Fees

Asset Minimum

Capital City Wealth Management has an informal asset minimum of $1,000,000 per household.

Ongoing Planning Fees

1.50% – under $500,000
1.30% – $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

Billing

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.

Hourly Planning

For clients not yet ready for ongoing planning (pre-retired) we offer customized retirement planning services. Check out our Retire-Ready Blueprint here.

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.