Capital Investment Advisors (CIA) offers personalized investment advice and portfolio management services. CIA works with families of all sizes, as well as pension plans, trusts, and businesses. CIA's services include creating a customized asset allocation plan, ongoing portfolio management, and family office services for high-net-worth individuals. CIA also provides guidance on estate planning concepts and coordination with independent legal professionals.
Assets Under Management$6.3B
Clients4,698
Advisors55
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiable in limited instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
55 Advisors at this firm
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