Capital Estate Advisors (CEA) offers continuous investment advice and manages client accounts with the authority to make trades without asking first. CEA works with clients to determine their investment goals and manages their accounts accordingly. CEA typically invests client money in stocks, bonds, mutual funds, and exchange traded funds, both domestic and international.
Assets Under Management$120M
Clients101
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The amount of the fee is negotiated on a case by case basis. Accounts with a smaller balance may pay a higher annual fee than those normally charged by other investment advisors due to the assessment of a $4,000 minimum annual fee. CEA does have the ability to waive the minimum fee requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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