Capital Investment Services of America provides investment advice to individuals, businesses, and organizations. They manage investment portfolios tailored to each client's specific goals, using individual stocks, bonds, and exchange-traded funds. Financial planning services, including cash flow, retirement, investment, tax, and estate planning, are offered at no additional cost to investment advisory clients. Capital does not offer financial planning as a standalone service.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.45% |
The above rates apply to equity only and blended accounts. For accounts invested exclusively in fixed income securities, the fees are: 0.70% on the first $1,000,000 of assets; 0.45% on the next $1,000,000; 0.40% on the next $1,000,000; 0.35% on the next $7,000,000; 0.25% on the next $10,000,000; Over $20,000,000, please contact Capital. Charitable accounts receive a 15% discount.