Capital Cities Investments
Assets Under Management
$251.4M
Number of Clients
576
Number of Advisors
15
Average Client AUM
$437K
AUM per Advisor
$16.8M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Capital Cities Investments, based in Indianapolis, provides tailored investment advice. Services include portfolio management, financial planning, pension consulting, and Schwab Institutional Intelligent Portfolios®. They work with clients to determine investment objectives and risk tolerance, monitoring portfolios and rebalancing as needed.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
Fee Estimator
Portfolio management fees are based on a percentage of assets managed, as detailed in the fee schedule. Financial planning is billed hourly, up to $200/hour, depending on complexity. Pension consulting fees are customized, ranging from 0.05% to 1.50% of assets or a fixed fee. Schwab Institutional Intelligent Portfolios fees are a maximum of 1.5% of assets under management.
Areas of Practice
Location
426 East New York Street, Indianapolis, IN, 46202