Capital Advisors offers investment advice and financial planning to individuals, high-net-worth individuals, businesses, trusts, estates, pension plans, and charities. Capital Advisors helps clients with their investments and can also provide financial planning advice on topics like estate and insurance planning. If you need extra help with planning, Capital Advisors may charge an additional fee. Capital Advisors may recommend other professionals, but you are responsible for hiring them.
Assets Under Management$1.2B
Clients1,045
Advisors11
Avg. per Client$1.2M
Avg. per Advisor$110M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Capital Advisors' annual investment advisory fees vary (up to 1.25% of the total assets placed under Capital Advisors’ management/advisement). Fees are negotiable and may vary based on several factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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