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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

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.

Contact

CONTACT

Capital B Advisory Services LLC

contact@capital-b-advisory.com
732-639-1440

You can also contact us by using this form:

Capital B Advisory is a registered investment adviser. Registration does not imply a certain level of skill or training. Information on this website is for general informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security. All investments involve risk, including the possible loss of principal.

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