Capital Investment Advisors manages investment portfolios and provides financial planning for individuals, families, and corporate retirement plans. Founded in 1996, the registered investment advisor builds customized portfolios using a strategic mix of growth and income investments, exchange-traded funds, mutual funds, and individual securities. Capital Investment Advisors also offers specialized family office services for high-net-worth clients, alongside guidance on retirement, estate planning, and tax coordination. Clients can work with the firm on either a discretionary or non-discretionary basis.
Assets Under Management$8.2B
Clients6,014
Advisors58
Avg. per Client$1.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
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Estimated Annual Fee
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Location
58 Advisors at this firm
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