The Capital Group Investment Advisors, Inc. offers personalized financial planning, investment management, and selection of other advisors. Financial planning includes cash flow analysis, budgeting, retirement planning, insurance planning, estate planning, and education funding analysis. Investment management provides continuous supervision, rebalancing, and restructuring of portfolios. The firm also participates in programs to select unaffiliated portfolio managers.
Fee Structure
The Capital Group Investment Advisors, Inc. charges an annual fee based on a percentage of the value of your investments. This fee is billed quarterly. The specific percentage can range from 0.2% to 2.0% depending on factors like the services provided, the size of your account, and market rates. A minimum set-up fee of $250 is assessed for accounts smaller than $100,000, but this fee may be waived.