Assets Under Management
$6.3B
Number of Clients
4,698
Number of Advisors
51
Average Client AUM
$1.3M
AUM per Advisor
$123.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Investment Advisors offers tailored advisory services to individuals and institutions. Services include portfolio management, individual retirement advice, and pension consulting. They utilize fundamental analysis and may recommend third-party managers or private investments. The firm has affiliated entities that may present conflicts of interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Portfolio management fees may be negotiable in limited instances and in CIA’s sole discretion.
10 Glenlake Parkway, North Tower, Suite 1000, Atlanta, GA, 30328