Capital Investment Advisory Services provides portfolio management, separately managed accounts, third-party asset management programs, sub-advised accounts, and financial planning services. Founded in 2008 and based in Raleigh, North Carolina, the firm tailors its services to individual client objectives, time horizons, and risk tolerances. Capital Investment Advisory Services utilizes various methods of analysis including fundamental, technical, cyclical, and charting strategies to manage client portfolios. The firm also offers portfolio review services, financial planning, and works with a network of independent investment adviser representatives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Basic annual fee schedule is up to 2% annually, which is negotiable based on client circumstances. Accounts may be subject to a minimum annual fee of $500.