Capitol Securities Management, INC.
Assets Under Management
$1.8B
Number of Clients
3,745
Number of Advisors
101
Average Client AUM
$486K
AUM per Advisor
$18.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capitol Securities Management (CSM) is a full-service retail brokerage and investment advisory firm. They offer personalized wealth management services and portfolio designs based on clients’ individual needs. CSM provides investment advice and portfolio management on a continuous basis, either discretionary or non-discretionary. They also offer financial planning services, including comprehensive financial plans and ongoing monitoring.
Fee Structure
CSM charges fees for financial planning and investment advisory services. Financial planning fees can be fixed or hourly, ranging from $150 to $500 per hour. Ongoing financial planning may be billed as a percentage of net worth (up to 1.00% annually). Investment advisory fees are calculated as a percentage of assets under management, with a maximum of 2.0% per annum. Clients may also participate in wrap fee programs, which include investment advisory and brokerage execution costs. Pension consulting fees range from $1,000 to $125,000 per year or up to 1.00% of assets under management.
Areas of Practice
Location
4050 Innslake Drive, Suite 250, Glen Allen, VA, 23060