Capital Investment Counsel INC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Capital Investment Counsel provides professional investment counseling services to individual investors, pension and profit-sharing plans, corporations, trusts, and estates. Founded in 1984, Capital Investment Counsel builds individually tailored portfolios in the equity and fixed-income markets on a discretionary basis, avoiding pre-packaged portfolio models. The firm follows a contrarian investment philosophy focusing on financially strong companies selling at historically low valuations, emphasizing long-term capital gains, tax efficiency, and low portfolio turnover. Capital Investment Counsel also offers financial planning services based on an analysis of a client's current situation, goals, and objectives. Clients can impose restrictions on specific securities. The firm is affiliated with broker-dealers Capital Investment Group and Capital Investment Brokerage, where some management persons and representatives are also registered.

Assets Under Management$1B
Clients1,271
Advisors4
Avg. per Client$810K
Avg. per Advisor$260M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.5M1.50%
$1.5M - $3.0M1.25%
$3M+1.25%

Fees for accounts above $3,000,000 are negotiable. Accounts are subject to a minimum annual fee of $500.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

4 Advisors at this firm