Capital Investment Advisory Services (CIAS) offers investment advice and portfolio management. They work with clients to understand their goals and risk tolerance, then create a plan to manage their investments. CIAS also offers financial planning services, covering topics like retirement, college funding, and estate planning. CIAS may recommend third-party asset management programs.
Assets Under Management$1.9B
Clients5,673
Advisors105
Avg. per Client$340K
Avg. per Advisor$18M
Fee Structure
Minimum Annual Fee:$500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
105 Advisors at this firm
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