Capital Advisory Services, LLC (CAS, LLC) offers investment portfolio management and financial planning services to individuals, businesses, profit-sharing plans, trusts, estates, and charitable organizations. CAS, LLC tailors its advice to each client's needs, covering areas like investment reviews, budgeting, tax analysis, retirement planning, education planning, insurance analysis, estate planning, and business planning. CAS, LLC may recommend annuities, insurance, stocks, bonds, mutual funds, and limited partnerships. CAS, LLC also provides tax preparation, bookkeeping, and payroll services.
Assets Under Management$90M
Clients439
Advisors2
Avg. per Client$210K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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