Capital Cities Investments provides personalized investment management and financial planning services for individuals, high-net-worth clients, trusts, and businesses. Founded in 1995 and based in Indianapolis, Indiana, the firm builds customized portfolios primarily using mutual funds, exchange-traded funds, and automated platforms. Capital Cities Investments tailors its strategies around each client's specific financial situation, risk tolerance, and time horizon. In addition to traditional portfolio management, the firm offers financial planning, consulting, and pension consulting services for employee benefit plans.
Assets Under Management$290M
Clients476
Advisors14
Avg. per Client$600K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Legacy clients may be subject to different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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