Faith Boylen is a registered investment advisor at Capital Investment Management, INC, based in Lee'S Summit, MO, with 1 years of industry experience. Faith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,057 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Investment Management offers investment management services through co-advisory platforms. Fees are calculated as a percentage of the assets in your investment account. Here's a sample fee schedule for illustrative purposes:
- $0 - $500,000: 1.25%
- $500,000 - $1,000,000: 1.10%
- $1,000,000 - $2,000,000: 1.0%
- $2,000,000 - $3,000,000: 0.90%
- $3,000,000 - $5,000,000: 0.80%
- $5,000,000 and above: Negotiable
There is a minimum annual program fee of $250 per account. Fees and how they are charged may be negotiated based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.
Location
608 S.W. 3rd St., Lee'S Summit, MO, 64063
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Investment Management, INC
Cambridge Investment Research, INC.Broker
State Registrations17 states
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.