Assets Under Management
$251.4M
Number of Clients
576
Number of Advisors
15
Average Client AUM
$437K
AUM per Advisor
$16.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Capital Cities Investments is a registered investment adviser offering portfolio management and financial planning services tailored to individual client needs. They work with clients to determine investment objectives and risk tolerance, constructing and monitoring portfolios. They also offer financial planning and consulting services on various financial topics.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
426 East New York Street, Indianapolis, IN, 46202