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For accounts $5,000+

Capstone EDGE: your ACCESS TO Guided Wealth Portfolios

  • No cost to start enrollment process & view a free portfolio recommendation*
  • Designed for emerging investors or those who prefer a digital experience
  • Utilizes a robust online platform
  • Access a professionally managed portfolio with as little as $5,000*
  • Ability to setup non-retirement and retirement accounts (i.e. IRAs)
  • Choose between broad-based goals such as investing for retirement or specific goals like buying a home
  • Annual fee of 0.75% , if you choose to invest*

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