Capitalia Advisors provides tailored advisory services and portfolio management to both institutional and individual clients. For individuals, Capitalia creates custom investment plans. For institutions, plans are based on their investment policy guidelines. Capitalia has limited authority to make trades within the parameters set by the client. Capitalia does not offer bundled fees.
Fee Structure
Capitalia negotiates investment advisory fees with each client individually, based on the size of the account. Fees are billed monthly or quarterly, based on the market value of the investments at the beginning of the billing period. Some clients may choose to pay a flat fee monthly or quarterly. Clients can instruct their custodian to pay Capitalia directly or pay separately. Trade execution and custodial fees are charged separately by the custodian.