CAPTRUST
CAPTRUST
CAPTRUST is a premier investment research and advisory firm, recognized for offering a full spectrum of wealth management, asset management, and retirement advisory services. They cater to individuals, families, institutions, and corporations. Their comprehensive services include financial planning, investment advice, retirement plan consulting, and fiduciary services. CAPTRUST excels in delivering tailored strategies aimed at meeting the unique financial goals of their diverse clientele, ranging from high-net-worth individuals to large-scale institutional investors. The firm is committed to providing objective, research-driven advice, ensuring their clients receive the highest level of expertise and service.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$50,000
Services Offered
Client Specialties
Service Pricing
Other
CAPTRUST is a Fee-Only Advisory firm
Flat Fee/Retainer
$0 to $250,000
Percentage of Assets (AUM)
0.01% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
Client Portal/Online Platform
Clients who would be a good fit
CAPTRUST's ideal client is someone who fits into one of several specific categories. Firstly, high-net-worth individuals are a perfect match. These clients typically have significant investable assets and are looking for tailored and comprehensive wealth management services. They require professional guidance on investment strategies, retirement planning, estate planning, and tax optimization.
Emerging investors are also ideal clients for CapTrust. These individuals are ready to engage in detailed financial planning and investment strategies. They usually meet the minimum account size of $50,000 and seek a long-term partnership with a financial advisor for personalized planning.
Institutional clients, such as corporate and retirement plans, governmental entities, and non-profit organizations, also find CapTrust's services highly beneficial. These clients need advisory services focused on optimizing plan performance, ensuring regulatory compliance, and strategic asset management.
Banking and investment companies are another category of ideal clients for CapTrust. These financial institutions require expert guidance in managing their investment portfolios, including strategic advice on investments, risk management, and overall financial strategy.
Lastly, businesses and insurance companies looking to optimize their financial health through expert advisory services are well-suited for CapTrust. They need assistance with financial planning, strategic investment decisions, and risk management.
In summary, CapTrust's ideal clients are those seeking personalized, professional financial advisory services and willing to form a collaborative, long-term relationship with their advisors for optimal financial outcomes.
Emerging investors are also ideal clients for CapTrust. These individuals are ready to engage in detailed financial planning and investment strategies. They usually meet the minimum account size of $50,000 and seek a long-term partnership with a financial advisor for personalized planning.
Institutional clients, such as corporate and retirement plans, governmental entities, and non-profit organizations, also find CapTrust's services highly beneficial. These clients need advisory services focused on optimizing plan performance, ensuring regulatory compliance, and strategic asset management.
Banking and investment companies are another category of ideal clients for CapTrust. These financial institutions require expert guidance in managing their investment portfolios, including strategic advice on investments, risk management, and overall financial strategy.
Lastly, businesses and insurance companies looking to optimize their financial health through expert advisory services are well-suited for CapTrust. They need assistance with financial planning, strategic investment decisions, and risk management.
In summary, CapTrust's ideal clients are those seeking personalized, professional financial advisory services and willing to form a collaborative, long-term relationship with their advisors for optimal financial outcomes.
Clients who wouldNOTbe a good fit
CapTrust may not be the best fit for certain types of clients. For example, new investors who are just beginning their investment journey and do not have the $50,000 minimum account size required by CapTrust might benefit more from services that cater specifically to novice investors or have lower account minimums. Additionally, individuals who prefer managing their own investments without professional guidance, often referred to as DIY investors, may find that CapTrust’s comprehensive and hands-on approach does not align with their needs.
Clients who seek minimal engagement and do not require or desire in-depth financial planning and comprehensive advisory services might also find CapTrust’s offerings unnecessary. The value of CapTrust lies in its detailed and personalized planning, which may be excessive for those looking for basic or infrequent financial advice.
Small businesses that do not have the scale or financial complexity warranting CapTrust’s high-caliber advisory services might be better served by services tailored to the specific needs and budgets of smaller enterprises.
Lastly, individuals with lower net worth, who are looking for financial advice, may not find CapTrust’s services accessible due to the minimum account size and the comprehensive nature of their offerings.
Overall, clients who are just starting out, prefer managing their own finances, seek minimal engagement, or have limited investable assets might not be a suitable fit for CapTrust’s tailored and extensive financial services.
Clients who seek minimal engagement and do not require or desire in-depth financial planning and comprehensive advisory services might also find CapTrust’s offerings unnecessary. The value of CapTrust lies in its detailed and personalized planning, which may be excessive for those looking for basic or infrequent financial advice.
Small businesses that do not have the scale or financial complexity warranting CapTrust’s high-caliber advisory services might be better served by services tailored to the specific needs and budgets of smaller enterprises.
Lastly, individuals with lower net worth, who are looking for financial advice, may not find CapTrust’s services accessible due to the minimum account size and the comprehensive nature of their offerings.
Overall, clients who are just starting out, prefer managing their own finances, seek minimal engagement, or have limited investable assets might not be a suitable fit for CapTrust’s tailored and extensive financial services.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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401(k) & IRA Management
Alternative Investments
Cash Flow Planning
Debt Management
ESG/Impact Investing
Estate Planning
Executive Compensation
Financial Advice & Coaching
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Insurance/Risk Management
Life Transition Planning
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Social Security Planning
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Exit Planning
Family Wealth Transfer
Insurance Planning
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Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Risk Management
Stock Option Planning
Tax Strategy
Trust Services
Real Estate Advisory
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$2,500-$10,000One-Time Planning Fee
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Sam’s List is a platform that connects users with independent accountants, bookkeepers, fractional CFOs, and financial advisors. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
