Cort Meinelschmidt
Cort Meinelschmidt is a registered investment advisor at Capital Investment Advisory Services, LLC, based in Raleigh, NC, with 21 years of industry experience. Cort operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5,673 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The standard fee is 2% annually, but it may be negotiable. CIAS may also recommend third-party managed accounts, where fees are determined by the third-party provider, but the total combined advisory fee should not exceed 2%.
Fee Estimator
Location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609
Get directionsHistory
Regulatory History (5)
Customer Dispute
May 2023Customer Dispute
February 2019Financial
June 2017Customer Dispute
October 2011Customer Dispute
July 2010Other Business Activities
Cort is the president of Meinelschmidt Distillery since 2021. He spends minimal time during trading hours and about 10-20% of his time outside trading hours on this business.
Employment History
Current Registrations
Capital Investment Advisory Services, LLC
Previous Registrations
Capital Investment Group, INC.Broker
Sentinel Capital Solutions
Wfg Advisors, LP
Wfg Investments, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.