Drew Fear is a registered investment advisor at Capital Investment Advisors, LLC, based in Greenwood Village, CO, with 9 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 4,698 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
55 advisors
Number of Clients
4,698 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiable in limited instances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8101 E. Prentice Avenue, Suite 1000, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Investment Advisors, LLC
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
Personal Capital Advisors Corporation
January 2016 - September 2021 · 5 yrs 8 mos
State Registrations2 states
COTX
Advisor

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Exams
No exam information available for this advisor.