Trust. Integrity. Experience.
At Capital, you'll find a refreshing approach for successfully guiding you to, & through, financial independence.
($99/mo - no long-term contract - fee waived with $500k+ under management)
24/7 Personal Financial Dashboard: see your entire financial situation in one place, anytime. >> Learn More >>
- Fee-only Investment Management: as a consulting client, you qualify for our fee-only investment management platform with as little as just a $5k per account minimum
- Investment Roadmap with Annual Review & Updates
- Risk # Technology
- Quarterly Video Statement of Account(s)*
- Passive, Active & Tactical management solutions
- no commissions, trading costs, transaction fees, surrender charges or loads, long-term contracts, etc
- Quarterly Review with a Licensed Investment Professional: track your progress towards all your financial goals and discuss ideas for getting there faster - meet with us virtually from your home or work, or in-person at our offices
- Monthly Retirement Plan Allocation Recommendations: you’ll receive personalized allocation instructions customized to your retirement plan at work
- 24/7 Retirement Map online: track your progress towards financial independence and know exactly when you can retire
- Annual Tax Preparation by a Certified Public Accountant (CPA)**: We'll have your tax return prepared by a CPA and help ensure the left hand knows what the right hand is doing
- Annual Invitation to Client Appreciation Event: Enjoy dinner & spirits on Lake Minnetonka aboard one of Al & Alma’s luxurious yachts – one of the highlights of the year!
- Reserved Seat on Client Advisory Board: Have a say in the services you receive – we’ll listen. One of the best ways we can continue to improve the services you receive is to take the time to get your feedback during these annual board meetings
- Monthly Invitation to Educational Lunch-n-Learn: Come once or every month – either way, lunch is on us! Each month, learn ideas & practical ways to help get to your next financial level
- Private Client Group Membership on Facebook: Network with other like-minded people seeking a better financial future. Ask questions, share ideas, get support and more in this invaluable group
- More!** Service requests, assistance with completing forms, Concierge Services, complimentary Docubank subscription (store your medical emergency documents electronically for quick & easy access in an emergency), complimentary legal review, complimentary insurance analysis, more…
*available with Passive investment option only at this time
** through a referred Professional
(fee-only, flat %/yr - no commissions, transaction costs, surrender charges or loads, long-term contracts, etc)
- Annual Performance Review
- Strategy Conference Calls
- Newsletter & Email Performance Updates
- Dedicated Service Professional
- Link to Bank Account for Easy Transfers
- Account Billed Directly, No Invoices/Checks
Passive, Active & Tactical Investment Strategy Solutions
Passive: Seeks to deliver returns consistent with an appropriate market index - this solution is similar to most robo-advisers and may be just right for the fee-conscious investor.
Active: Seeks to outperform an appropriate market index over time. This solution is what you'll find at most financial advisory firms.
Tactical: Seeks to participate in an appropriate market index when rising & protect account values during periods of market decline. With account minimums reaching down to just $25k, this solution is no longer limited to just affluent, high-net worth investors.
* multiple strategies can be used in a single account to deliver a truly custom overall portfolio.