CAPRI CONSULT

CAPRI CONSULT GmbH is a fee-based financial advisory firm offering advice on commission-free index funds and on investment real estate, including existing properties, heritage buildings and holiday properties. The company states that it is licensed as a fee-only financial investment adviser under § 34h GewO and also holds permits under § 34c GewO (real estate brokerage) and § 34d GewO (insurance brokerage).

The company describes its customers as entrepreneurs, self-employed people and higher-earning employees. It says it is paid by clients through transparent fees rather than by commissions from product providers, and that its advice covers both liquid assets through index funds and illiquid assets through real estate.

The company has operated since 2013 and lists Berlin and Dresden as locations for in-person meetings, with initial consultations also available by video. Its careers page lists three open positions in Berlin: an investment adviser for real estate, a senior real estate investment adviser, and a part-time sales coordination and back-office role from 30 hours per week.

Product: Fee-based personal financial advisory covering commission-free index fund portfolios and investment real estate, with licences under §§ 34c, 34d and 34h GewO.