Capital Investment Management, INC
Assets Under Management
$477.1M
Number of Clients
1,057
Number of Advisors
4
Average Client AUM
$451K
AUM per Advisor
$119.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Investment Management, Inc. provides investment advisory services and financial planning to individuals and trusts. Services include asset management through co-advisory platforms and managed accounts. They also offer written retirement plans and consulting services. The firm's representatives may also implement securities transactions and insurance products for clients and earn commissions.
Fee Structure
Investment advisory fees are based on a percentage of assets under management, as detailed in the Investment Advisory Contract. Fees are negotiable. The firm requires a minimum asset level of $5,000 to participate in the CAAP platform. Households above $500,000 in AUM, the annualized advisor's fee includes tax planning and preparation in conjunction with Capital Tax and Consulting. Households above $1,000,000 in AUM qualify for a Living Trust, Will(s) or Power of Attorney documents by the Trust and Will Center or an approved Estate planning firm.
Areas of Practice
Location
608 S.W. 3rd St., Lee'S Summit, MO, 64063