Captrust Wealth Advisors Fees & Minimum

Overview

Headquarters: Holland, MI
Total Firm Assets: $2.0 billion
Average High-Net-Worth Client Portfolio Size: $3.9 million

Fee Disclosure

Source: CAPTRUST WEALTH ADVISORS DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (2026-08-28) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	0.20% – 1.50%

Stated Minimum Annual Fee: $3,500

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$15,000	1.50%
$5 million	$75,000	1.50%
$10 million	$150,000	1.50%
$50 million	$750,000	1.50%
$100 million	$1,500,000	1.50%

Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 71.27%
Number of High-Net-Worth Clients: 366
Total Client Accounts: 2,988
Discretionary Accounts: 2,981
Non-Discretionary Accounts: 7

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 173736

CAPTRUST WEALTH ADVISORS DISCLOSURE BROCHURE AND WRAP FEE PROGRAM BROCHURE (2026-08-28) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Captrust Wealth Advisors