Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial consultation fees vary based on the service level (Independence Accelerator, Planning Pro, Wealth Management) and range from 1% of salary (not to exceed $1,500) to a fixed fee of $3,500-$5,000. Annual review fees also vary by service level. Hourly consultation fees range from $150 to $500. Asset management fees range from 1.25% to negotiable. A standalone financial planning program is available for $500-$5,000. The firm does not have a minimum account size, but third-party asset managers may have minimum requirements.
Areas of Practice
Advisor Information
Office location
1000 Potomac Street N.W., Suite 300, Washington D.C., DC, 20007
Get directionsRegulatory History
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.
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Patrick is a Senior Planning Associate at Capital Investment Advisors. This takes about half of Patrick's time.