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Fee Schedule

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%
  Amounts over $5,000,000   0.70%

 

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