Capital Cities, LLC
Assets Under Management
N/A
Number of Clients
19
Number of Advisors
10
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Cities, LLC provides investment consulting services to public funds, retirement plans, foundations, endowments, operating funds, and trusts. Services include review of current programs, asset allocation modeling, investment policy creation, investment manager searches, and retainer services. They are a member of the Independent Adviser Group (IAG).
Fee Structure
Fees are customized based on the amount of work, client-specific needs, and account size. Fees can be a percentage of assets (ranging from 0.05% to 1.00% annually) or a fixed fee. Fees are paid quarterly in advance or in arrears. Individual project fees are negotiated one-time fees due upon completion.
Areas of Practice
Location
426 East New York Street, Indianapolis, IN, 46202-3602