Capital Investment Counsel INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Capital Investment Counsel manages individually-tailored portfolios in equity and fixed-income markets on a discretionary basis. They focus on selecting individual positions in publicly-traded companies, emphasizing financially strong companies that appear undervalued. In addition to asset management, they offer financial planning services to individuals, families, and other clients, based on an analysis of their financial situation, goals, and objectives.
Assets Under Management$890M
Clients1,231
Advisors4
Avg. per Client$720K
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$100K
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees negotiable for accounts above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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