We Are Fee-Only
Capital Investment Advisors (CIA) management fees are annual, billed quarterly in arrears, and debited from your account.
Household Asset Value | Investment Advisor Fee |
First $1,000,000 | 1.00% |
Next $2,000,000 | 0.90% |
Next $2,000,000 | 0.80% |
Next $5,000,000 | 0.70% |
Amounts over $10,000,000 | 0.50% |
Interested in learning more?