THE CAPITAL TRUSTEES DIFFERENCE
The important differences between Capital Trustees and other institutional firms are:
We do not have the overhead or bureaucracy that other firms have, so our fees are very competitive.
Our engagements come as a result of referrals we receive from ESOP companies and professional advisors because of our reputation for providing personalized attention, responsiveness to client needs, and reasonable fees.
Our fees are designed to further our mission in providing personalized attention and flexibility to client needs at reasonable fees. We do not have the overhead, banking regulations/oversight, or bureaucracy that larger firms have, so our fees are generally less - sometimes substantially less.
Each engagement is custom-priced to provide the best value for the services rendered.
Fees are negotiable. However, we don’t market ourselves as the “cheapest” trustees; rather, we strive to provide the best value for the investment for each of our clients.