Capital Analysts is a registered investment advisor that offers various investment management programs, model portfolios, and financial advisory services through a nationwide network of independent financial advisors. Capital Analysts provides discretionary and non-discretionary portfolio management, including mutual fund, exchange-traded fund, and stock models, as well as access to third-party money managers and retirement plan advice. The firm primarily serves individuals, high-net-worth clients, trusts, and retirement plans, utilizing asset allocation and proprietary research strategies to construct diversified portfolios tailored to client risk tolerances and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.