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Capstone Investment Financial Group, Llc
Webster, New York
Capstone Investment Financial Group, LLC is a well-established small investment advisory firm based out of Webster, NY. With over 360 individual clients and a robust portfolio, they manage assets totaling more than $108,594,000. Operating from four offices, Capstone Investment Financial Group, LLC specializes in employer 401Ks and individual investments, exhibiting a high level of expertise in this field.
With an impressive 96% of their assets under management being discretionary, the firm provides tailored investment strategies to meet the unique needs of each client. Their compensation structure offers flexibility, incorporatin...see more
Assets Under Mgmt
$108.59M
Investment Professionals
4
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Reviews for Capstone Investment Financial Group, Llc
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