Capital Intelligence Advisors provides financial planning services to individuals, families, and small businesses. They help clients manage their financial resources by analyzing their needs and developing a financial program based on their circumstances and objectives. This includes reviewing assets, liabilities, insurance, savings, investments, and retirement benefits. They may also develop tax or estate plans or refer clients to other professionals.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services: Fixed fee ranging from $500 to $20,000, depending on the complexity of the client's circumstances.
- Hourly financial planning services: $150 to $500 per hour, depending on the complexity of the client's circumstances. An estimate for total hours will be determined at the start of the advisory relationship.
- Ongoing financial planning services: Monthly retainer ranging from $100 to $500 per month, depending on the complexity of the situation.
Annual Retainer:$1,200 - $6,000/year
One-Time Plan:$500 - $20,000
Hourly Rate:$150 - $500/hr
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