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goals. ",[1086],{"type":129,"attrs":1087},{"color":773},{"type":989,"content":1089},[1090],{"type":18,"attrs":1091,"content":1092},{"textAlign":34},[1093],{"text":1094,"type":22,"marks":1095},"Global equity, fixed income, and defensive strategies where appropriate. ",[1096],{"type":129,"attrs":1097},{"color":773},{"type":989,"content":1099},[1100],{"type":18,"attrs":1101,"content":1102},{"textAlign":34},[1103],{"text":1104,"type":22,"marks":1105},"Tax management for taxable portfolios, including tax-loss harvesting when used. ",[1106],{"type":129,"attrs":1107},{"color":773},{"type":989,"content":1109},[1110],{"type":18,"attrs":1111,"content":1112},{"textAlign":34},[1113],{"text":1114,"type":22,"marks":1115},"Dedicated client contact or service team for private clients. ",[1116],{"type":129,"attrs":1117},{"color":773},{"type":989,"content":1119},[1120],{"type":18,"attrs":1121,"content":1122},{"textAlign":34},[1123],{"text":1124,"type":22,"marks":1125},"A no-cost, separate financial plan is offered to some clients.",[1126],{"type":129,"attrs":1127},{"color":773},{"type":764,"attrs":1129,"content":1130},{"level":960,"textAlign":34},[1131],{"text":1132,"type":22,"marks":1133},"CAPTRUST vs. Fisher Investments: Fees",[1134,1136],{"type":129,"attrs":1135},{"color":773},{"type":38},{"type":18,"attrs":1138,"content":1139},{"textAlign":34},[1140],{"text":1141,"type":22,"marks":1142},"CAPTRUST clients may use non-wrap advisory accounts, wrap-fee programs, SMA arrangements, fixed-fee services, or ancillary services. ",[1143],{"type":129,"attrs":1144},{"color":773},{"type":18,"attrs":1146,"content":1147},{"textAlign":34},[1148],{"text":1149,"type":22,"marks":1150},"Fisher Investments has a clear standard private client fee schedule for equity and blended accounts, with a separate schedule for income-only accounts above $5 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Investments:",[1382],{"type":129,"attrs":1383},{"color":773},{"type":784,"content":1385},[1386,1418,1446,1477,1508],{"type":787,"content":1387},[1388,1398,1408],{"type":790,"attrs":1389,"content":1390},{"colspan":766,"rowspan":766,"colwidth":34,"backgroundColor":34},[1391],{"type":18,"attrs":1392,"content":1393},{"textAlign":34},[1394],{"text":1395,"type":22,"marks":1396},"Category",[1397],{"type":38},{"type":790,"attrs":1399,"content":1401},{"colspan":766,"rowspan":766,"colwidth":1400,"backgroundColor":34},[803],[1402],{"type":18,"attrs":1403,"content":1404},{"textAlign":34},[1405],{"text":809,"type":22,"marks":1406},[1407],{"type":38},{"type":790,"attrs":1409,"content":1411},{"colspan":766,"rowspan":766,"colwidth":1410,"backgroundColor":34},[803],[1412],{"type":18,"attrs":1413,"content":1414},{"textAlign":34},[1415],{"text":820,"type":22,"marks":1416},[1417],{"type":38},{"type":787,"content":1419},[1420,1428,1437],{"type":790,"attrs":1421,"content":1422},{"colspan":766,"rowspan":766,"colwidth":34,"backgroundColor":34},[1423],{"type":18,"attrs":1424,"content":1425},{"textAlign":34},[1426],{"text":1427,"type":22},"Wrap 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minimum disclosed",{"type":790,"attrs":1466,"content":1468},{"colspan":766,"rowspan":766,"colwidth":1467,"backgroundColor":34},[803],[1469],{"type":18,"attrs":1470,"content":1471},{"textAlign":34},[1472,1474,1475],{"text":1473,"type":22},"Typically targets $1M",{"type":875},{"text":1476,"type":22},"Smaller accepted accounts are billed at 1.50%",{"type":787,"content":1478},[1479,1487,1499],{"type":790,"attrs":1480,"content":1481},{"colspan":766,"rowspan":766,"colwidth":34,"backgroundColor":34},[1482],{"type":18,"attrs":1483,"content":1484},{"textAlign":34},[1485],{"text":1486,"type":22},"Planning fees",{"type":790,"attrs":1488,"content":1490},{"colspan":766,"rowspan":766,"colwidth":1489,"backgroundColor":34},[803],[1491],{"type":18,"attrs":1492,"content":1493},{"textAlign":34},[1494,1496,1497],{"text":1495,"type":22},"Fixed-fee services generally range from $10,000 to $250,000 annually",{"type":875},{"text":1498,"type":22},"Hourly ancillary fees are negotiated",{"type":790,"attrs":1500,"content":1502},{"colspan":766,"rowspan":766,"colwidth":1501,"backgroundColor":34},[803],[1503],{"type":18,"attrs":1504,"content":1505},{"textAlign":34},[1506],{"text":1507,"type":22},"A no-cost separate financial plan is offered to some clients",{"type":787,"content":1509},[1510,1518,1527],{"type":790,"attrs":1511,"content":1512},{"colspan":766,"rowspan":766,"colwidth":34,"backgroundColor":34},[1513],{"type":18,"attrs":1514,"content":1515},{"textAlign":34},[1516],{"text":1517,"type":22},"Fee clarity",{"type":790,"attrs":1519,"content":1521},{"colspan":766,"rowspan":766,"colwidth":1520,"backgroundColor":34},[803],[1522],{"type":18,"attrs":1523,"content":1524},{"textAlign":34},[1525],{"text":1526,"type":22},"More flexible, but more layered",{"type":790,"attrs":1528,"content":1530},{"colspan":766,"rowspan":766,"colwidth":1529,"backgroundColor":34},[803],[1531],{"type":18,"attrs":1532,"content":1533},{"textAlign":34},[1534],{"text":1535,"type":22},"Simpler for standard private client accounts",{"type":18,"attrs":1537,"content":1538},{"textAlign":34},[1539,1540],{"type":875},{"text":1541,"type":22,"marks":1542},"For both firms, other costs, such as custodian charges and investment-related costs, may apply. ",[1543],{"type":129,"attrs":1544},{"color":773},{"type":764,"attrs":1546,"content":1547},{"level":960,"textAlign":34},[1548],{"text":1549,"type":22,"marks":1550},"CAPTRUST vs. Fisher Investments: Minimum account sizes",[1551,1553],{"type":129,"attrs":1552},{"color":773},{"type":38},{"type":18,"attrs":1555,"content":1556},{"textAlign":34},[1557],{"text":1558,"type":22,"marks":1559},"CAPTRUST：",[1560,1562],{"type":129,"attrs":1561},{"color":773},{"type":38},{"type":986,"content":1564},[1565,1575,1585],{"type":989,"content":1566},[1567],{"type":18,"attrs":1568,"content":1569},{"textAlign":34},[1570],{"text":1571,"type":22,"marks":1572},"CAPTRUST does not disclose a minimum account size for its standard PMA or wrap advisory services programs. ",[1573],{"type":129,"attrs":1574},{"color":773},{"type":989,"content":1576},[1577],{"type":18,"attrs":1578,"content":1579},{"textAlign":34},[1580],{"text":1581,"type":22,"marks":1582},"The SMA wrap program generally requires at least $100,000, but the exact minimum varies by SMA manager. ",[1583],{"type":129,"attrs":1584},{"color":773},{"type":989,"content":1586},[1587],{"type":18,"attrs":1588,"content":1589},{"textAlign":34},[1590],{"text":1591,"type":22,"marks":1592},"Advisory fees, minimum account sizes, and services are negotiable",[1593],{"type":129,"attrs":1594},{"color":773},{"type":18,"attrs":1596,"content":1597},{"textAlign":34},[1598],{"text":1599,"type":22,"marks":1600},"Fisher Investments:",[1601,1603],{"type":129,"attrs":1602},{"color":773},{"type":38},{"type":986,"content":1605},[1606,1616,1626,1636],{"type":989,"content":1607},[1608],{"type":18,"attrs":1609,"content":1610},{"textAlign":34},[1611],{"text":1612,"type":22,"marks":1613},"Fisher Investments’ Private Client Group typically targets clients with at least $1,000,000 in investable assets. ",[1614],{"type":129,"attrs":1615},{"color":773},{"type":989,"content":1617},[1618],{"type":18,"attrs":1619,"content":1620},{"textAlign":34},[1621],{"text":1622,"type":22,"marks":1623},"Smaller relationships may be accepted at the firm’s discretion. ",[1624],{"type":129,"attrs":1625},{"color":773},{"type":989,"content":1627},[1628],{"type":18,"attrs":1629,"content":1630},{"textAlign":34},[1631],{"text":1632,"type":22,"marks":1633},"Smaller accepted accounts are billed at the higher annual rate of 1.50%. ",[1634],{"type":129,"attrs":1635},{"color":773},{"type":989,"content":1637},[1638],{"type":18,"attrs":1639,"content":1640},{"textAlign":34},[1641],{"text":1642,"type":22,"marks":1643},"Clients whose managed assets fall below $900,000 as a result of withdrawals are also billed at 1.50%.",[1644],{"type":129,"attrs":1645},{"color":773},{"type":764,"attrs":1647,"content":1648},{"level":960,"textAlign":34},[1649],{"text":1650,"type":22,"marks":1651},"CAPTRUST vs. Fisher Investments: Pros and cons",[1652,1654],{"type":129,"attrs":1653},{"color":773},{"type":38},{"type":18,"attrs":1656,"content":1657},{"textAlign":34},[1658],{"text":1659,"type":22,"marks":1660},"The main trade-off is service breadth versus portfolio-management simplicity. CAPTRUST includes planning, account-structure flexibility, and ancillary services, while Fisher Investments uses a focused discretionary management model with a clearer standard fee schedule.",[1661],{"type":129,"attrs":1662},{"color":773},{"type":18,"attrs":1664,"content":1665},{"textAlign":34},[1666],{"text":1667,"type":22,"marks":1668},"Pros of CAPTRUST:",[1669,1671],{"type":129,"attrs":1670},{"color":773},{"type":38},{"type":986,"content":1673},[1674,1690,1706],{"type":989,"content":1675},[1676],{"type":18,"attrs":1677,"content":1678},{"textAlign":34},[1679,1685],{"text":1680,"type":22,"marks":1681},"Broader planning scope: ",[1682,1684],{"type":129,"attrs":1683},{"color":773},{"type":38},{"text":1686,"type":22,"marks":1687},"CAPTRUST supports investment management, wealth planning, tax planning, estate planning needs, charitable planning, and certain family office services. ",[1688],{"type":129,"attrs":1689},{"color":773},{"type":989,"content":1691},[1692],{"type":18,"attrs":1693,"content":1694},{"textAlign":34},[1695,1701],{"text":1696,"type":22,"marks":1697},"Flexible account structure:",[1698,1700],{"type":129,"attrs":1699},{"color":773},{"type":38},{"text":1702,"type":22,"marks":1703}," Clients can use discretionary or non-discretionary management, wrap or non-wrap accounts, and some SMA arrangements. ",[1704],{"type":129,"attrs":1705},{"color":773},{"type":989,"content":1707},[1708],{"type":18,"attrs":1709,"content":1710},{"textAlign":34},[1711,1717],{"text":1712,"type":22,"marks":1713},"Lower disclosed non-wrap rates at higher balances:",[1714,1716],{"type":129,"attrs":1715},{"color":773},{"type":38},{"text":1718,"type":22,"marks":1719}," The standard non-wrap schedule drops to 0.70% for assets over $5 million under the disclosed schedule.",[1720],{"type":129,"attrs":1721},{"color":773},{"type":18,"attrs":1723,"content":1724},{"textAlign":34},[1725],{"text":1726,"type":22,"marks":1727},"Cons of CAPTRUST:",[1728,1730],{"type":129,"attrs":1729},{"color":773},{"type":38},{"type":986,"content":1732},[1733,1749],{"type":989,"content":1734},[1735],{"type":18,"attrs":1736,"content":1737},{"textAlign":34},[1738,1744],{"text":1739,"type":22,"marks":1740},"Fee structure can be harder to compare: ",[1741,1743],{"type":129,"attrs":1742},{"color":773},{"type":38},{"text":1745,"type":22,"marks":1746},"The firm’s fee structure may be difficult to compare, making it harder to find the right option for your needs. ",[1747],{"type":129,"attrs":1748},{"color":773},{"type":989,"content":1750},[1751],{"type":18,"attrs":1752,"content":1753},{"textAlign":34},[1754,1760],{"text":1755,"type":22,"marks":1756},"Wrap fees may be high: ",[1757,1759],{"type":129,"attrs":1758},{"color":773},{"type":38},{"text":1761,"type":22,"marks":1762},"CAPTRUST's wrap fees may be higher than those of some competitors. ",[1763],{"type":129,"attrs":1764},{"color":773},{"type":18,"attrs":1766,"content":1767},{"textAlign":34},[1768],{"text":1769,"type":22,"marks":1770},"Pros of Fisher Investments:",[1771,1773],{"type":129,"attrs":1772},{"color":773},{"type":38},{"type":986,"content":1775},[1776,1792,1808],{"type":989,"content":1777},[1778],{"type":18,"attrs":1779,"content":1780},{"textAlign":34},[1781,1787],{"text":1782,"type":22,"marks":1783},"Clear portfolio management model:",[1784,1786],{"type":129,"attrs":1785},{"color":773},{"type":38},{"text":1788,"type":22,"marks":1789}," Fisher focuses on discretionary management across equity, fixed income, and blended accounts. ",[1790],{"type":129,"attrs":1791},{"color":773},{"type":989,"content":1793},[1794],{"type":18,"attrs":1795,"content":1796},{"textAlign":34},[1797,1803],{"text":1798,"type":22,"marks":1799},"Straightforward standard fee schedule: ",[1800,1802],{"type":129,"attrs":1801},{"color":773},{"type":38},{"text":1804,"type":22,"marks":1805},"The core private client equity/blended pricing is easier to understand than a multi-program wrap structure.",[1806],{"type":129,"attrs":1807},{"color":773},{"type":989,"content":1809},[1810],{"type":18,"attrs":1811,"content":1812},{"textAlign":34},[1813,1819],{"text":1814,"type":22,"marks":1815},"Tax management included:",[1816,1818],{"type":129,"attrs":1817},{"color":773},{"type":38},{"text":1820,"type":22,"marks":1821}," Active tax-loss harvesting and tax management in taxable accounts are part of the service model.",[1822],{"type":129,"attrs":1823},{"color":773},{"type":18,"attrs":1825,"content":1826},{"textAlign":34},[1827],{"text":1828,"type":22,"marks":1829},"Cons of Fisher Investments:",[1830,1832],{"type":129,"attrs":1831},{"color":773},{"type":38},{"type":986,"content":1834},[1835,1851,1867],{"type":989,"content":1836},[1837],{"type":18,"attrs":1838,"content":1839},{"textAlign":34},[1840,1846],{"text":1841,"type":22,"marks":1842},"Higher practical entry point: ",[1843,1845],{"type":129,"attrs":1844},{"color":773},{"type":38},{"text":1847,"type":22,"marks":1848},"The service typically targets clients with at least $1 million in investable assets. ",[1849],{"type":129,"attrs":1850},{"color":773},{"type":989,"content":1852},[1853],{"type":18,"attrs":1854,"content":1855},{"textAlign":34},[1856,1862],{"text":1857,"type":22,"marks":1858},"Smaller accepted accounts may pay more:",[1859,1861],{"type":129,"attrs":1860},{"color":773},{"type":38},{"text":1863,"type":22,"marks":1864}," Accounts below the target level may be billed at 1.50%. ",[1865],{"type":129,"attrs":1866},{"color":773},{"type":989,"content":1868},[1869],{"type":18,"attrs":1870,"content":1871},{"textAlign":34},[1872,1878],{"text":1873,"type":22,"marks":1874},"The discretionary model may not suit hands-on investors: ",[1875,1877],{"type":129,"attrs":1876},{"color":773},{"type":38},{"text":1879,"type":22,"marks":1880},"Clients who wish to be actively involved in their investment choices may not find the service suitable. ",[1881],{"type":129,"attrs":1882},{"color":773},{"type":764,"attrs":1884,"content":1885},{"level":960,"textAlign":34},[1886],{"text":1887,"type":22,"marks":1888},"CAPTRUST vs. Fisher Investments: Technology and security",[1889,1891],{"type":129,"attrs":1890},{"color":773},{"type":38},{"type":18,"attrs":1893,"content":1894},{"textAlign":34},[1895],{"text":1896,"type":22,"marks":1897},"CAPTRUST’s digital experience centers on its client portal, where wealth clients can access quarterly performance reports, alongside statements from their third-party custodian. ",[1898],{"type":129,"attrs":1899},{"color":773},{"type":18,"attrs":1901,"content":1902},{"textAlign":34},[1903],{"text":1904,"type":22,"marks":1905},"Clients generally work with a financial advisor or client management consultant. Fisher Investments provides client login access through Fisher Client Center, quarterly account reports, and Investment Policy Committee reviews. Its client experience also includes a dedicated point of contact or service team, plus market commentary, webinars, video conferences, and client seminars.",[1906],{"type":129,"attrs":1907},{"color":773},{"type":18,"attrs":1909,"content":1910},{"textAlign":34},[1911],{"text":1912,"type":22,"marks":1913},"On custody and security, both firms separate advisory management from asset custody. CAPTRUST uses third-party custodians, while Fisher Investments states that client assets are held at brokerage firms or banks. ",[1914],{"type":129,"attrs":1915},{"color":773},{"type":18,"attrs":1917,"content":1918},{"textAlign":34},[1919],{"text":1920,"type":22,"marks":1921},"CAPTRUST discloses physical, technical, and procedural safeguards, including encryption, firewalls, intrusion detection, access controls, and limits on third-party service providers. Fisher Investments discloses physical, electronic, and managerial procedures to safeguard client information. Neither custody structure protects investors from market losses.",[1922],{"type":129,"attrs":1923},{"color":773},{"type":764,"attrs":1925,"content":1926},{"level":960,"textAlign":34},[1927],{"text":1928,"type":22,"marks":1929},"Final verdict: CAPTRUST vs. Fisher Investments",[1930,1932],{"type":129,"attrs":1931},{"color":773},{"type":38},{"type":18,"attrs":1934,"content":1935},{"textAlign":34},[1936],{"text":1937,"type":22,"marks":1938},"CAPTRUST is built around a comprehensive advisor-led service model that includes financial planning, tax services, estate planning, and investment management. ",[1939],{"type":129,"attrs":1940},{"color":773},{"type":18,"attrs":1942,"content":1943},{"textAlign":34},[1944],{"text":1945,"type":22,"marks":1946},"Fisher Investments is built around centralized, disciplined portfolio management for high-net-worth clients who want a consistent investment strategy and structured communication from a dedicated team.",[1947],{"type":129,"attrs":1948},{"color":773},{"type":18,"attrs":1950,"content":1951},{"textAlign":34},[1952],{"text":1953,"type":22,"marks":1954},"Choose CAPTRUST if you want:",[1955],{"type":129,"attrs":1956},{"color":773},{"type":986,"content":1958},[1959,1969,1979],{"type":989,"content":1960},[1961],{"type":18,"attrs":1962,"content":1963},{"textAlign":34},[1964],{"text":1965,"type":22,"marks":1966},"Wealth planning alongside portfolio management. ",[1967],{"type":129,"attrs":1968},{"color":773},{"type":989,"content":1970},[1971],{"type":18,"attrs":1972,"content":1973},{"textAlign":34},[1974],{"text":1975,"type":22,"marks":1976},"Flexibility between wrap, non-wrap, discretionary, and non-discretionary advisory arrangements. ",[1977],{"type":129,"attrs":1978},{"color":773},{"type":989,"content":1980},[1981],{"type":18,"attrs":1982,"content":1983},{"textAlign":34},[1984],{"text":1985,"type":22,"marks":1986},"A service model that can include tax, estate, charitable, and family office-related support.",[1987],{"type":129,"attrs":1988},{"color":773},{"type":18,"attrs":1990,"content":1991},{"textAlign":34},[1992],{"text":1993,"type":22,"marks":1994},"Choose Fisher Investments if you want:",[1995],{"type":129,"attrs":1996},{"color":773},{"type":986,"content":1998},[1999,2009,2019],{"type":989,"content":2000},[2001],{"type":18,"attrs":2002,"content":2003},{"textAlign":34},[2004],{"text":2005,"type":22,"marks":2006},"Discretionary portfolio management focused on equity, fixed income, or blended accounts.",[2007],{"type":129,"attrs":2008},{"color":773},{"type":989,"content":2010},[2011],{"type":18,"attrs":2012,"content":2013},{"textAlign":34},[2014],{"text":2015,"type":22,"marks":2016},"A clearer standard private client fee schedule.",[2017],{"type":129,"attrs":2018},{"color":773},{"type":989,"content":2020},[2021],{"type":18,"attrs":2022,"content":2023},{"textAlign":34},[2024],{"text":2025,"type":22,"marks":2026},"Active tax management in taxable accounts is part 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","app-links-list",{"_uid":2132,"title":750,"plugin":2133,"og_image":12,"og_title":12,"description":2134,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"0cf85db7-56cc-4984-ac04-7e6637a30af4","seo_metatags","Compare CAPTRUST and Fisher Investments on advisory fees, account minimums, planning depth, portfolio management style, and the types of investors each may suit. ",{"name":2136,"created_at":2137,"published_at":2138,"updated_at":2139,"id":2140,"uuid":2141,"content":2142,"slug":2150,"full_slug":2151,"sort_by_date":34,"position":2107,"tag_list":2152,"is_startpage":543,"parent_id":2109,"meta_data":34,"group_id":2153,"first_published_at":2111,"release_id":34,"lang":730,"path":34,"alternates":2154,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2143,"_uid":2098,"name":2136,"image":2144,"component":2103,"education":2147,"expertise":2148,"description":2149},"Senior Content Writer",{"id":2145,"alt":12,"name":12,"focus":12,"title":12,"filename":2146,"copyright":12,"fieldtype":2068,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. She specializes in simplifying intricate financial terms into clear, engaging content tailored for both B2C and B2B audiences.","rachel-carey","authors/rachel-carey",[],"024abff2-15a6-4099-8ba2-25c01abe42e8",[],"app-article",[],[],"This CAPTRUST vs. Fisher Investments review compares the two firms’ advisor-led wealth management models, fees, minimums, planning support, and investor fit. 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