Capital Advisors' annual investment advisory fees vary up to 1.25% of assets under management. Fees are negotiable and can differ based on factors like asset type, complexity, and service scope. Financial planning and consulting fees range from $5,000 to $15,000 on a fixed fee basis, or $200 to $400 hourly, depending on the service and professional involved. Lincoln Investment assesses a $100 annual minimum fee for every client account maintained at Pershing that is managed by Capital Advisors.
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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Learn about disclosures →Jacob works as an Investment Associate at Capital Advisors, Ltd., focusing on portfolio allocation and investment reports. This is a full-time role.