Capital Investment Counsel INC
Assets Under Management
$889.4M
Number of Clients
1,231
Number of Advisors
4
Avg. Portfolio per Client
$722K
Avg. Managed per Advisor
$222.3M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
100 E. Six Forks Road, Ste. 200, Raleigh, NC, 27609