Captrust
Assets Under Management
$1083.1B
Number of Clients
36,839
Number of Advisors
841
Average Client AUM
$29.4M
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CAPTRUST Financial Advisors provides investment advisory services to institutional clients, including retirement plan sponsors, 401(k) plans, 403(b) plans, pensions, endowments, foundations, and religious organizations. Services include ERISA 3(21) and 3(38) fiduciary services, nonqualified plan advisory, and CAPTRUST Advice Solutions. Fees are negotiated and can be a percentage of assets or a flat fee.
Fee Structure
Advisory fees are negotiated and typically expressed as a percentage of total assets under advisement or a flat fee. Fees are payable quarterly, in advance, based on the market value of the client's assets. Flat fees generally range from $10,000 to $250,000 annually. Occasionally, advisory services are quoted on an hourly or per diem basis. Some clients pay advisory fees in arrears. Fees may be subject to negotiation depending on plan size and services requested.
Areas of Practice
Location
4208 Six Forks Rd, Suite 1700, Raleigh, NC, 27609