Capital Investment Advisors, Inc. offers personalized financial planning, investment management, and educational workshops to help clients organize their financial lives, grow wealth, and plan for retirement. Capital Investment Advisors structures its financial planning around three career stages—Early Career, Mid Career, and Established Career—focusing on wealth growth, income distribution, and estate preservation respectively. For investment management, Capital Investment Advisors can directly supervise portfolios or connect clients with third-party multi-manager platforms. The firm also offers one-time consultations and specialized financial planning projects.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees range up to 1.25% or are negotiable. Clients also pay separate fees to third-party program sponsors and custodians.