Capital Advisers is an investment management firm that researches and monitors mutual funds, exchange-traded funds, and separate account managers to build customized portfolios. They focus on asset allocation and select top managers for each asset class. Capital Advisers rebalances portfolios to capture gains and manage risk. The firm has two individual owners and offers no proprietary products.
Assets Under Management$620M
Clients723
Advisors3
Avg. per Client$860K
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Capital Advisers charges a percentage of the value of your investments on a quarterly basis. The fee is agreed upon between you and Capital Advisers. There is a minimum annual fee of $1,000, but Capital Advisers has not been enforcing this.
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