CAPITAL RETIREMENT PLANNING, LLC

ROUND ROCK, TX 512-310-0202 Website

Capital Retirement Planning, LLC employs a strategic investment approach focusing on long-term growth through a blend of active and passive management strategies. The firm utilizes a variety of methods of analysis inclu…

Fee schedule (excerpt):
  • 1.25% for $500,000-$1,000,000
  • 1.00% for $1,000,001-$5,000,000