Capital Investment Counsel (CIC) provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. CIC manages investment portfolios on a discretionary basis, allocating assets among individual securities, exchange-traded funds (ETFs), and mutual funds. CIC tailors its services to meet individual client needs and objectives, consulting with clients to assess their risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$1.2B
Clients400
Advisors5
Avg. per Client$2.9M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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