Capital View Wealth Management

Financial Advisor in Lemoyne, PA

Firm Info
Address: 212 S Front St, Wormleysburg, PA 17043, USA
Phone: (717) 412-4966

Firm Size
Assets Under Management: $112.5 million
# of Advisors: 1
# of Clients: 23
Client to Advisor Ratio: 23:1
Average Account Size: $4.9 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Other

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Capital View Wealth Management, LLC Overview

: Retirement planning, estate planning, tax planning, risk management Capital View Wealth Management, LLC is a fee-based investment advisory firm based in Des Moines, Iowa. The firm has been providing investment advice since 2003 and caters to individuals and small businesses. Their fee arrangement ensures that clients receive objective and unbiased advice as the firm does not receive commissions from product sales. As an investment advice only registered firm, Capital View Wealth Management focuses on providing customized portfolio management solutions for their clients. They work with each client to understand their financial goals and risk tolerance before developing a personalized investment strategy. In addition to portfolio management, they offer retirement planning, estate planning, tax planning, and risk management consulting services. Capital View Wealth Management is committed to helping their clients achieve their financial objectives. Their team of experienced financial advisors has a deep understanding of the financial markets and leverages this knowledge to provide valuable insights to their clients. The firm's approach is centered around building long-term relationships with their clients, which enables them to provide ongoing support and guidance throughout their financial journey.

fee flat fee Capital View Wealth Management, LLC is a top-tier financial services firm that offers a wide range of investment and wealth management solutions to high net worth individuals. Their esteemed clientele comprises individuals who possess significant financial resources and require sophisticated investment management expertise to grow and preserve their wealth. Additionally, they offer comprehensive financial planning services to high-earning professionals, business owners, and executives looking to align their personal finances with their career goals. Capital View Wealth Management, LLC is dedicated to providing a transparent and flexible fee structure across all service offerings. They provide clients with the option to choose from a percentage of assets under management (AUM) fee, an hourly fee, or a flat fee based on the preferred service provided. Their percentage of AUM fee reflects a percentage of the client's assets under Capital View's management and is charged annually. Meanwhile, their hourly fee structure is based on the actual time spent providing services, while their flat fee covers a specific service like financial planning or portfolio management. Capital View's flexibility in fee structure allows clients the comfort of knowing what exactly they are paying for while receiving transparent, high-quality wealth management services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Capital View Wealth Management, LLC does not mention a specific investment minimum required to open and maintain an advisory account. However, the firm reserves the right to terminate an account if it falls below a minimum size that they deem too small to effectively manage.

How This Office Can Help Lemoyne, PA Residents

Capital View Wealth Management is dedicated to providing top-notch financial services to clients in Lemoyne, PA. Our team of financial experts understands that living in Lemoyne, there are financial challenges that people face, such as planning for retirement, saving for college, and navigating complex tax codes. That's why we offer a range of services to help our clients achieve financial success. Our services include financial planning, investment management, tax planning, and retirement planning. If you're nearing retirement age, we can help you set up a retirement plan that meets your unique needs and goals. We can also help you navigate tax laws in Pennsylvania to help you minimize your tax burden. Additionally, if you have children who are nearing college age, we can help you set up a college savings plan to ensure that they have the funds they need to achieve their goals. Our ultimate goal is to help our clients achieve financial success and security, regardless of what their situation may be.

To view the Minimum Investment and Fee Schedule for Capital View Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Capital View Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Capital View Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 212 S Front St, Wormleysburg, PA 17043, USA
Phone (717) 412-4966
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1303 BELL AVENUE, DES MOINES, IA 50315, United States

This firm has no other locations.

State Registrations

Capital View Wealth Management, LLC is registered to service clients in the following states:

  • Iowa

Disciplinary History

Capital View Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.