Capital Investment Advisors, LLC
Assets Under Management
$6.3B
Number of Clients
4,698
Number of Advisors
51
Average Client AUM
$1.3M
AUM per Advisor
$123.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Investment Advisors (CIA) offers tailored advisory services, including portfolio management, individual retirement advice, and family office services. They manage portfolios on a discretionary basis, customizing asset allocation plans to clients' financial goals and risk tolerance. CIA also provides pension consulting services to companies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
This is a blended or progressive fee schedule.
Fee Estimator
For portfolio management, fees are calculated quarterly based on the market value of managed assets. For example, a household account valued at $6,814,078 would have a blended rate of 0.83% per year. In addition to advisory fees, clients pay transaction fees, mutual fund fees, and potential trade-away fees. New clients are generally required to have a minimum of $500,000 in total household assets managed by CIA. Fees are negotiable in limited instances.
Areas of Practice
Location
10 Glenlake Parkway, North Tower, Suite 1000, Atlanta, GA, 30328