Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
1,045 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.2B

Fee Structure

Financial Plan Fee:$5,000 - $15,000
Hourly Rate:$200 - $400/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
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Advisor Information

Office location

1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122

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Regulatory 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.

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Other Business Activities

Jacob works as an Investment Associate at Capital Advisors, Ltd., focusing on portfolio allocation and investment reports. This is a full-time role.

Employment History
Current Registrations
Capital Advisors, Ltd., LLC
May 2024 - Present · 1 yr 8 mos
Lincoln Investment
April 2024 - Present · 1 yr 9 mos
Lincoln Investment Broker
November 2023 - Present · 2 yrs 2 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.