Capital Investors Advisory Corporation provides investment advice and portfolio management services. They offer non-discretionary portfolio management, meaning you must approve all trades before they are executed. They may use model portfolios and recommend third-party money managers. They also offer pension consulting services to employee benefit plans. Capital Investors Advisory Corporation does not manage assets on a continuous basis.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...