Dante Mcdowell
Dante Mcdowell is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Raleigh, NC, with 24 years of industry experience. Dante operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
Get directionsHistory
Regulatory History (2)
Regulatory
August 2010Employment Separation After Allegations
June 2009Other Business ActivitiesSells Insurance
Dante sells life, health, disability, and long-term care insurance. He is also the executor for two estates, but currently spends no time on this activity, and serves on the Board of Directors for the Boys & Girls Clubs of DeKalb County, dedicating various volunteer hours.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Capital Investment Group, INC.Broker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.