Capital Cities, LLC offers investment consulting services to various institutional clients. They provide advice tailored to investment objectives, risk tolerance, and asset class preferences. Their services include reviewing current programs, asset allocation modeling, creating investment policy statements, and assisting with investment manager and custodian searches. Capital Cities is a member of the Independent Adviser Group (IAG), giving them access to research and analytical tools from Callan Associates Inc.
Fee Structure
Capital Cities' fees are customized based on the amount of work involved, client-specific needs, and account size. Fees can be a percentage of assets or a fixed fee, ranging from 0.05% to 1.00% of the asset value per year, or a fixed fee for a predetermined period. Fees are paid quarterly in advance or in arrears. Individual project fees are negotiated one-time fees due upon completion.