Advisor at Capital Investment Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington D.C., DC 20007
Credentials
Series 63, Series 65
Industry experience
42 years
John Girouard is a financial advisor with Capital Investment Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at multiple affiliated firms, including Capital Asset Management Group and Capital Benefit Planning Group, where he serves in leadership roles. Girouard is also involved as a contributing author for Forbes.com and serves on the boards of Georgetown Heritage and Lincoln's Cottage. Capital Investment Advisors is a five-advisor team that serves individuals, high-net-worth clients, trusts, foundations, and retirement plans. The firm offers customized financial plans and asset management through discretionary portfolio management and third-party multi-manager programs, integrating ongoing education and workshops via the Institute for Financial Independence.
Based on Capital Investment Advisors
Based on Capital Investment Advisors
Standalone financial planning fees between $500 and $5,000 depending on complexity; some fixed fees for unique consultation services
$0 - $250,000: highest fee tier applying to first $250,000 (exact percentage not stated, but Third-Party Multi-Manager Program fees generally decline by asset tiers) $250,000 - $500,000: reduced charge for next $250,000 $500,000+: lowest charge applicable to all assets above $500,000
Commissionable products such as securities and insurance may be recommended; commissions earned may offset planning fees; clients are not obligated to purchase
Unique consultation and analysis services may be charged hourly: $500/hr for firm principal, $350/hr for manager, $200/hr for senior associate, $150/hr for associate
Account minimum: No net-worth minimum required for Independence Energizer clients; $500,000 net-worth minimum for Independence Optimizer clients; $1,000,000 net-worth minimum for Independence Maximizer clients Minimum fee: Independence Accelerator initial plan and review fees minimum $500; Independence Energizer review minimum $500; Integrated Independence Wealth Management minimum combined fee $10,000 for AUM over $1,000,000 Fee-only: Financial consultation and planning fees range from $500 to $5,000 for standalone planning; annual review services fees range from $500 to $25,000 depending on program level; asset management fees from 1.25% to negotiable (including tiered rates for third-party multi-manager programs)
1000 Potomac Street N.W., Suite 300
Washington D.C., DC 20007
Delaware · District of Columbia · Maryland · Pennsylvania · Virginia
Cambridge investment Research, Inc
2010 - Present (16 years)
Capital Investment Advisors, Inc.
2000 - Present (26 years)
Capital Financial Planning Group
1998 - Present (28 years)
Capital Asset Management Group
1998 - Present (28 years)
Capital Benefit Planning Group
1998 - Present (28 years)
Capital Insurance Group
1984 - Present (42 years)
AGI Financial Services Inc.
1983 - Present (43 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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