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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees for accounts above $3,000,000 are negotiable. Accounts are subject to a minimum annual fee of $500.