Capital Investment Partners (CIP) manages investment portfolios for individuals, trusts, charitable organizations, businesses, and retirement plans. CIP works with clients to determine their investment goals and risk tolerance, then creates a written investment plan. CIP uses software to evaluate portfolio options and monitors client portfolios, holding review meetings as needed. CIP primarily recommends passively managed asset class and index mutual funds, especially those offered by Dimensional Fund Advisors (DFA). CIP may also recommend fixed income portfolios managed by a third party.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.