Capital Investment Advisors
Assets Under Management
$378.2M
Number of Clients
594
Number of Advisors
5
Average Client AUM
$637K
AUM per Advisor
$75.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CIA offers tailored financial consultation services, including financial planning and proprietary educational programs. Asset management services utilize third-party managers or provide discretionary/non-discretionary management. The firm's Integrated Wealth Management Process (IWMP) educates, organizes, and validates clients' financial strategies.
Fee Structure
Financial consultation fees vary based on the service level (Independence Accelerator, Planning Pro, Wealth Management) and range from 1% of salary (not to exceed $1,500) to a fixed fee of $3,500-$5,000. Annual review fees also vary by service level. Hourly consultation fees range from $150 to $500. Asset management fees range from 1.25% to negotiable. A standalone financial planning program is available for $500-$5,000. The firm does not have a minimum account size, but third-party asset managers may have minimum requirements.
Areas of Practice
Location
1000 Potomac Street N.W., Suite 300, Washington D.C., DC, 20007