Capasso Planning Partners LLC

Capasso Planning Partners LLC is a financial advisory firm based in Charleston, SC, established in January 2018. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients grant discretionary authority to select securities and execute transactions, with an emphasis on educating clients about the investment strategy. Capasso Planning Partners LLC acts as a fiduciary, making investment decisions in the best interest of clients and avoiding practices that advantage certain portfolios. The firm also offers financial planning services covering various aspects such as investment, tax, estate, and retirement planning. There is no minimum account size required for services. Fees for portfolio management are asset-based, ranging from 0.50% to 1.25%, with fees varying and negotiable. Financial planning fees have a minimum of $2,400, with fixed and hourly fee options. The firm does not participate in performance-based fees and provides services to individuals, high-net-worth individuals, charitable organizations, and businesses. Clients have the option to impose restrictions on investments based on personal values. Capasso Planning Partners LLC does not participate in wrap fee programs and manages approximately $327.7 million in assets as of December 31, 2024.