Capital Advisors Ltd., LLC manages investment portfolios and provides personalized financial planning and consulting for individuals, families, and business entities. Capital Advisors offers both discretionary and non-discretionary investment management, building diversified portfolios primarily using mutual funds, exchange-traded funds, individual stocks, and bonds. In addition to managing investments, Capital Advisors provides financial planning covering areas such as estate and insurance planning. Capital Advisors tailors its services to each client's specific objectives and can incorporate reasonable investment restrictions. When requested, Capital Advisors can coordinate with other professionals like accountants and attorneys for plan implementation. Capital Advisors primarily recommends Charles Schwab & Co. or Pershing, LLC as account custodians. Capital Advisors does not participate in bundled fee programs and does not have a formal asset or account minimum to open an account, though fees are determined based on factors such as asset value and engagement complexity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual investment advisory fees vary up to 1.25% of the total assets placed under management. Fees are negotiable based on objective and subjective factors such as asset type, market value, complexity, and anticipated scope of services.