Cort Frederick Meinelschmidt

Capital Investment Advisory Services, LLC

21 Years of Experience

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Firm Information

Capital Investment Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

106 advisors

Number of Clients

5,673 clients

Average Client Portfolio

$340K average

Assets Under Management

$1.9B

Fee Structure

Minimum Annual Fee:$500

Financial Plan Fee:$500 - $2,500

Hourly Rate:Up to $250/hr

CIAS's basic fee for portfolio management is up to 2% annually, but this is negotiable. Fees for financial planning and portfolio review services range from $500 to $2,500 on a fee basis or up to $250/hour. There is no minimum account size, but accounts may be subject to a minimum annual fee of $500, which may be negotiable.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning

Advisor Information

Office location

100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609

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Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2023

Final

Customer Dispute

February 2019

Settled

Financial

June 2017

Final

Customer Dispute

October 2011

Settled

Customer Dispute

July 2010

Denied

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Other Business Activities

Cort is the president of Meinelschmidt Distillery since 2021. He spends minimal time during trading hours and about 10-20% of his time outside trading hours on this business.