Christopher Wolff

Capital Investment Management offers investment management services through co-advisory platforms. Fees are calculated as a percentage of the assets in your investment account. Here's a sample fee schedule for illustrative purposes:

• $0 - $500,000: 1.25%
• $500,000 - $1,000,000: 1.10%
• $1,000,000 - $2,000,000: 1.0%
• $2,000,000 - $3,000,000: 0.90%
• $3,000,000 - $5,000,000: 0.80%
• $5,000,000 and above: Negotiable

There is a minimum annual program fee of $250 per account. Fees and how they are charged may be negotiated based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.