Capital Advisors, Ltd., LLC
Assets Under Management
$1.2B
Number of Clients
1,045
Number of Advisors
10
Average Client AUM
$1.2M
AUM per Advisor
$124.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Advisors offers investment advisory services on a fee basis, providing discretionary or non-discretionary management. They also offer financial planning and consulting services on investment and non-investment related matters, including estate and insurance planning, on a stand-alone basis. Clients can impose reasonable restrictions on Capital Advisors’ services.
Fee Structure
Capital Advisors' annual investment advisory fees vary up to 1.25% of assets under management. Fees are negotiable and can differ based on factors like asset type, complexity, and service scope. Financial planning and consulting fees range from $5,000 to $15,000 on a fixed fee basis, or $200 to $400 hourly, depending on the service and professional involved. Lincoln Investment assesses a $100 annual minimum fee for every client account maintained at Pershing that is managed by Capital Advisors.
Areas of Practice
Location
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH, 44122