Capital Research + Consulting provides investment management and consulting services, offering advice through consultations and analysis reports. They primarily advise on mutual funds of bonds, equities, and money market funds. While the client makes the final investment decisions, Capital Research + Consulting also manages investment options for some clients. The firm provides quarterly investment analysis reports to clients.
Assets Under Management$6.1B
Clients28
Advisors6
Avg. per Client$220M
Avg. per Advisor$1B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Consulting fees range from 0.05% to 0.35% annually. Managed portfolio investment options range from 0.10% to 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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