Capital Analysts provides investment advisory services through a network of independent advisors. They offer various programs, including managed portfolios, advisor consulting, and third-party managed options. Advisors work with clients to assess their needs and investment objectives, tailoring recommendations to their individual circumstances. Capital Analysts acts as a fiduciary, prioritizing client interests in investment recommendations.
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.