Andrew Alexander Pannell

Capital Investment Advisory Services, LLC

2 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

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.