Capstone Wealth Advisors, Llc
Salem, Oregon
5.0
3 Reviews
Capstone Wealth Advisors, LLC is a well-established investment advisory firm based out of Salem, OR. With over 1,200 individual clients and more than $652,419,000 in assets under management, Capstone Wealth Advisors, LLC has gained a solid reputation in the industry. They have four offices strategically located to better serve their clients' needs. One of the key strengths of Capstone Wealth Advisors, LLC lies in their expertise in managing employer 401Ks and individual investments, which comprise approximately half of their assets under management. With a deep understanding of this space, they provide comprehensive financial sol...
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Assets Under Mgmt

$652.42M

Investment Professionals

9

Locations

3

% 401K & Individual

49%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other Business Activities
Insurance broker or agent
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