Capital Investment Services offers personalized financial planning and investment management. Their advice covers financial goals, cash flow, tax planning, insurance, investments, education, retirement, and estate planning. They are a fee-only firm, meaning they don't sell financial products or receive commissions. Clients make the final investment decisions, and Capital Investment Services places trades with a limited power of attorney.
Assets Under Management$100M
Clients45
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$42K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.60% |
| $100K - $500K | 0.60% |
| $500K - $3.0M | 0.50% |
| $3M+ | 0.40% |
The minimum annual fee is $250 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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