Investing
made simple
for real people
Clear, transparent guidance, whether you're starting with your first dollars or already on your way.
$485
Model
Portfolio Setup
$0-49k Balances
-
One-time portfolio setup
-
Customized allocation
-
Risk profile matching
-
Asset location guidance
(Roth vs Traditional vs Taxable)
-
Step-by-step implementation guide
-
Annual DIY rebalancing instructions
-
New-contribution roadmap
(where to put future deposits)
1% per year
Assets Under Management
$50k+ Balances
Includes everything in the Model Portfolio Setup, plus:
-
Ongoing quarterly monitoring & allocation adjustments
-
Quarterly portfolio reviews
-
Behavioral coaching
-
Rebalancing as needed
-
Portfolio updates
-
Direct access for investment questions
-
Support throughout the year
How It Works
Schedule Your Discovery Call
A 15-minute call to understand your goals and identify your service options.
Recieve Your Custom Plan
We create your model portfolio or onboard you into full-service management.
Implement With Confidence
You DIY with your plan or we manage your portfolio for you.
Why Choose Capital B Advisory Services?
ABOUT
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