Capital Financial Management NC is a registered investment advisor founded in 2011 and based in Fuquay-Varina, North Carolina. Capital Financial Management NC helps individual and high-net-worth clients by evaluating their financial goals and recommending third-party portfolio managers, such as Gradient Investments and Eqis Capital Management, to handle their investments. Capital Financial Management NC monitors these managers and provides ongoing client reviews. In addition to investment management referrals, Capital Financial Management NC offers insurance products through an affiliated business. Capital Financial Management NC operates as a solo practice owned and managed by Donald R. Delaria Jr.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary depending on the third-party money manager and investment strategy selected, ranging from 1.00% to 2.15% total annual fees for Gradient Investments portfolios, and a flat 1.00% for Eqis Capital Management portfolios. Capital Financial Management NC's portion of the fee is typically 1.00% (or 0.60% for preservation portfolios).