Our Services

Welcome to Capiturn, your trusted partner in the world of investing. We provide a wide array of investment services tailored to meet the unique needs of individuals and businesses alike. Our goal is to help you achieve your financial aspirations with confidence and clarity. Below, we outline the services we offer along with their associated costs.

1. Investment Advisory Services

Our expert investment advisors provide personalized counsel to help you navigate the complexities of the investment landscape. Whether you’re a seasoned investor or just starting, our advisory services are designed to align with your financial goals.

• Initial Consultation: Free – 30-minute consultation to assess your investment needs.
• Comprehensive Investment Plan: $500 – A detailed analysis of your current financial situation and tailored investment strategy.
• Monthly Advisory Fee: $150/month – Ongoing advisory services to keep your investment strategy aligned with market trends.

2. Portfolio Management

Let us manage your investment portfolio with professionalism and expertise. Our portfolio management service is designed for clients looking for comprehensive investment strategies that are constantly monitored and adjusted based on market conditions.

• Portfolio Creation Fee: $1,000 – Initial setup fee for creating a diversified investment portfolio.
• Annual Management Fee: 1.0% of assets under management – A competitive fee structure for managing your investments.
• Performance Fee: 10% of returns exceeding benchmark – We thrive on your success.

3. Retirement Planning

Planning for retirement can be overwhelming, but it doesn’t have to be. Our retirement planning service helps you define your retirement goals and develop a roadmap to achieve them.

• Retirement Needs Analysis: $300 – Comprehensive assessment of your retirement goals and financial situation.
• Retirement Plan Development: $700 – Customized retirement strategy including savings, investment, and withdrawal plans.
• Ongoing Retirement Review: $250/year – Annual review of your retirement plan to ensure you stay on track.

4. Wealth Management

Our wealth management service offers high-net-worth individuals and families a holistic approach to managing and growing their wealth. We focus on integrating your entire financial picture into a cohesive strategy.

• Initial Wealth Assessment: $400 – In-depth evaluation of your current wealth and future financial ambitions.
• Customized Wealth Strategy: $1,500 – A tailored plan designed to grow and preserve your wealth over time.
• Annual Wealth Management Fee: 0.75% of assets under management – Cost-effective management of your wealth.

5. Tax Optimization Services

Maximizing your returns means effectively managing your tax liability. Our tax optimization services will help you leverage legal strategies to minimize your tax impact on investments.

• Tax Strategy Development: $400 – A personalized strategy to minimize your tax obligations linked to your investments.
• Tax Preparation Services: $250 – Comprehensive tax preparation for your investment income and sales.
• Ongoing Tax Review: $150/year – Annual evaluation of your tax strategy to adapt to changing laws and personal circumstances.

6. Estate Planning

Ensure your assets are distributed according to your wishes with our comprehensive estate planning services. We help you navigate the complexities of estate taxes and formulize a clear plan.

• Estate Plan Creation: $1,000 – A comprehensive estate plan that includes wills, trusts, and powers of attorney.
• Living Trust Setup: $800 – Establishing a living trust to protect your assets during your lifetime and beyond.
• Estate Plan Review: $300/year – Regular updates and reviews of your estate plan to align with your current wishes.

7. Educational Workshops and Resources

We believe in the power of financial education. Our workshops and resources are crafted to empower clients to make informed financial decisions.

• Workshops: $100 per participant – Interactive workshops on various investment topics including equity investing, mutual funds, and retirement planning.
• Webinars: Free – Monthly online seminars where our experts discuss market trends and investment strategies.
• Informational Guides: $25 each – Comprehensive guides covering various aspects of personal finance and investment strategies.

Why Choose Capiturn?

At Capiturn, we pride ourselves on offering tailored solutions to meet your financial needs. Here are some compelling reasons to choose us:

• Experienced team of financial professionals with a track record of success.
• Personalized approach to each client to ensure strategies align with unique goals.
• Transparent pricing with no hidden fees, ensuring you understand what you pay for.
• Commitment to continuous education and empowerment of our clients.

Get Started Today!

Are you ready to take control of your financial future? Contact us today to learn more about how our services can benefit you. Let Capiturn guide you on your investment journey toward financial security and growth.