Capital Advisor Network
Assets Under Management
$99.5M
Number of Clients
1,153
Number of Advisors
8
Average Client AUM
$86K
AUM per Advisor
$12.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Advisor Network offers discretionary and non-discretionary investment advisory services, allocating assets among various securities. They develop personalized investment plans based on client objectives, risk tolerance, and liquidity needs. The firm also provides financial planning services, addressing estate, income tax, charitable giving, and wealth transfer objectives. They offer retirement plan advisory services to employer-sponsored plans.
Fee Structure
Our maximum annual advisory fee is 2.00%. Fees may vary based on account size, portfolio complexity, and activity. Financial planning fees range from $1,500 to $15,000, billed 100% upon delivery of the plan. If you terminate the financial planning agreement, unearned fees will be refunded based on an hourly rate of $350.00. Retirement plan advisory fees do not exceed 1.25% annually.
Areas of Practice
Location
925 Mezzanine Drive, Suite C, Lafayette, IN, 47905