Capital Analysts
Assets Under Management
$8.7B
Number of Clients
17,698
Number of Advisors
685
Average Client AUM
$492K
AUM per Advisor
$12.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Analysts, LLC is an SEC-registered investment adviser offering investment advisory services through a network of independent advisors. Services include managed programs, advisor consulting, client custom portfolios, advisor-managed model portfolios, third-party managed models, and ERISA retirement plan advice. They operate under a fiduciary duty to act in clients' best interests.
Fee Structure
Your advisor is compensated for investment advice by an advisory fee based on the value of assets in your account. This fee provides access to your advisor for financial and life planning consultation. The maximum annual fee that your advisor can charge is 1.25% of the assets being advised or managed. Fees are negotiable at the advisor's discretion. Certain portfolios are Wrap Fee Programs, bundling advisory and transaction costs. Institutional business fees are negotiable.
Areas of Practice
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034-3232