Capital Investors Advisory Corporation
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
2
Avg. Portfolio per Client
N/A
Avg. Managed per Advisor
N/A
Compensation
Commission-BasedFee-Only (% of Portfolio)
About This Firm
Capital Investors Advisory Corporation, based in Dublin, Ohio, offers investment advice tailored to individual client needs. They provide non-discretionary portfolio management services, meaning clients approve all transactions. They may use model portfolios and recommend third-party money managers. They also offer pension consulting services to employee benefit plans. Capital Investors does not manage assets on a continuous basis.
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementRetirement Planning
Loading...
Location
5910 Venture Drive, Suite B, Dublin, OH, 43017