Faith Hutchins
Faith Hutchins is a CFP-designated registered investment advisor at Capital Investment Management, INC, based in Lee'S Summit, MO, with 1 years of industry experience. Faith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,072 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Sample schedule shown for the WealthPort platform. Cambridge Managed Account Platform rates are slightly higher (starting at 1.32% for the first $500K). Fees for amounts over $5,000,000 are negotiable.
Fee Estimator
Location
608 S.W. 3rd St., Lee'S Summit, MO, 64063
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Capital Investment Management, INC
Cambridge Investment Research, INC.Broker
State Registrations17 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.
Exams
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