Capital Advisors offers investment advice and manages investments for individuals and trusts. The firm focuses on long-term financial asset management, using a fundamental investment style. Capital Advisors purchases individual stocks, stock mutual funds, bond mutual funds, and exchange traded funds. Investment advice is tailored to each client's individual needs and risk tolerance.
Assets Under Management$34M
Clients49
AdvisorsN/A
Avg. per Client$690K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.30% |
| $2M+ | 1.30% |
Capital Advisors reserves the right to negotiate, reduce, or waive the advisory fee for certain client accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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