Capital Research Advisors (CRA) manages investments using mathematically designed models across various asset classes, including fixed income, broad-based equities, equity sectors, and alternative assets. CRA also offers a financial game plan to investment management clients, which includes risk tolerance assessment and a needs analysis to help with asset allocation. CRA may provide financial planning and consulting services regarding non-investment-related matters for a separate fee.
Assets Under Management$79M
Clients159
Advisors2
Avg. per Client$500K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.75% |
| $7.5M+ | 0.75% |
Fees are negotiable, especially for amounts over $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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