Capital Investment Advisory Services, LLC
Assets Under Management
$1.9B
Number of Clients
5,673
Number of Advisors
106
Average Client AUM
$340K
AUM per Advisor
$18.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Investment Advisory Services (CIAS) offers portfolio management, advisory services, and financial planning. Services include separately managed accounts, third-party asset management programs, sub-advised accounts, and portfolio model updates. CIAS tailors investment strategies to individual client needs and objectives.
Fee Structure
CIAS's basic fee for portfolio management is up to 2% annually, but this is negotiable. Fees for financial planning and portfolio review services range from $500 to $2,500 on a fee basis or up to $250/hour. There is no minimum account size, but accounts may be subject to a minimum annual fee of $500, which may be negotiable.
Areas of Practice
Location
100 E. Six Forks Road, Suite 200, Raleigh, NC, 27609