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Pricing – Capstone Trust
Capstone Trust
Client Portal

Pricing

You can pick the pricing tier that works best for you with three different options.

Select the Plan that Works for You

Precious Metals

Begin diversifying your portfolio by investing in precious metals.

$85/yr

$50 one-time setup fee

Additional storage fees vary based
on selected depository.

Get Started
  • Includes storage fee
  • 1 ACH per year
  • Chat access support
Show More
Best Value
Basic

Get started by investing in an alternative asset.

$275/yr

$55 one-time setup fee

Additional storage fees vary based
on selected depository.

Get Started
  • 1 asset
  • 2 ACH per year
  • Chat access support
Show More
Premium

Explore alternative assets to diversify your portfolio.

$399/yr

$99 one-time setup fee

Additional storage fees vary based
on selected depository.

Get Started
  • Up to 5+ assets
  • 4 ACH per year
  • Chat, email, and call center support access
Show More

Questions about our pricing

Go to FAQ to Search More
arrow What fees will I be charged?

You will be charged an Opening Account Fee to open an account. Then you will be charged an Annual Fee for annual account custody and maintance. When necessary, you will be charged a transaction fee when transactions are requested or necessary.

arrow What are Capstone Trusts service fees?

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arrow Am I required to pay all fees associated with my account?

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