Capital Design Private Wealth LLC
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Overview
Capital Design Private Wealth LLC is located at 36 Maplewood Avenue, Portsmouth, NH. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Capital Design Private Wealth LLC is not a registered broker-dealer.
Capital Design Private Wealth LLC oversees $131.8 million in assets under management across 547 accounts, all of which are discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services and portfolio management for individuals and small businesses. The firm caters to retail investors and high net worth investors, with retail investors being the largest client type by accounts. The fee structure at Capital Design Private Wealth LLC includes asset-based and fixed fees. The firm has 25 high net worth clients.
Capital Design Private Wealth LLC is registered in the states of Florida, Louisiana, Maine, Massachusetts, New Hampshire, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Capital Design Private Wealth LLC by the Numbers
$131.8 million
3
547
$241.0 thousand
Products and Services
Services provided by Capital Design Private Wealth LLC include financial planning services and portfolio management for individuals and small businesses. In the prior financial year, Capital Design Private Wealth LLC provided financial planning services to 45621 of its customers. The Company is involved in selling products or offering services apart from investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely are based on the type of services provided. Fees billed by Capital Design Private Wealth LLC may include some combination of the following fee types: asset-based or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors and high net worth investors. Out of its 2 clients, Capital Design Private Wealth LLC's largest client type by number of accounts is retail investors, although it also manages money for 25 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 16.23%
- Other Individuals - 83.77%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Capital Design Private Wealth LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Capital Design Private Wealth LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
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