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Capstone Financial Advisors Inc
Downers Grove, Illinois
Capstone Financial Advisors Inc, based out of Downers Grove, IL, is a prominent local investment advisory firm with a strong presence in the financial industry. With 25 employees in total, 21 of whom provide investment advisory services, they have built a solid team of experienced professionals. Each investment advisor at Capstone Financial Advisors Inc manages an average of approximately $97.7 million in assets under management, which aligns with the industry average.
The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach...see more
Assets Under Mgmt
$1.82B
Investment Professionals
21
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Capstone Financial Advisors Inc
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