Frequently Asked Questions

FAQ

What separates you from other financial advisors?
Capstone Wealth Management offers a distinct combination of mathematically based active investment management, expertise, knowledge and transparency. We build customized portfolios for each client along with a financial plan. Further, we are a fee-only financial advisor receiving no commissions nor compensation from any investment products or any other firms.
What is a Fee-Only Financial Advisor?
Fee-only financial service firms are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. They do not accept any fees or compensation based on product sales. Fee-only advisors have fewer inherent conflicts of interest, and they generally provide more comprehensive advice.
Where are my investments held?
Client assets are held in custody with Axos Advisor Services (Axos Clearing). We are only authorized to make transactions on your behalf in managing your account. Accounts are always viewable online along with monthly statements.
How do I transfer assets to your firm from another advisor?
Just provide us with a most recent statement from that advisor. We'll set up your new account and transfer the assets.

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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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Copyright © Capstone Wealth Management | An SEC Registered Investment Advisor (RIA).
Advisory services offered through Capstone Wealth Management Corp.
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