CC
Clark Naylor Callaway
19 Years of Experience
Firm Information
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.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
230-B Hwy 24, Morehead City, NC, 28557
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Investment Group, INC.Broker
November 2016 - Present · 9 yrs 2 mos
Capital Investment Advisory Services, LLC
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
Principal Securities, INC.
August 2014 - November 2016 · 2 yrs 3 mos
Principal Securities, INC. Broker
August 2014 - November 2016 · 2 yrs 3 mos
Metlife Securities INC.
March 2014 - August 2014 · 5 mos
Metlife Securities INC.Broker
October 2006 - August 2014 · 7 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
October 2006 - July 2007 · 9 mos
State Registrations7 states
CAFLNCOKPAVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.