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Kurt Dressler

Advisor at Capital Investment Counsel Inc

Updated today
Capital Investment Counsel Inc logo

Firm

Capital Investment Counsel Inc

Location

Raleigh, NC 27609

Credentials

Series 63, Series 65

Industry experience

32 years

About

Kurt Dressler is a financial advisor at Capital Investment Counsel, Inc. in Raleigh, NC, with 32 years of industry experience. He has held roles at Capital Investment Brokerage, Inc. since 1997 and at Capital Investment Counsel, Inc. since 1996. He holds Series 63 and Series 65 licenses. Capital Investment Counsel, Inc. is a registered investment adviser founded in 1984 that offers discretionary, individually tailored portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, and estates. The firm follows a contrarian investment philosophy centered on cash-rich, financially strong companies selling at low valuations, emphasizing low turnover, dividend reinvestment, and tax efficiency.

Client services

Based on Capital Investment Counsel Inc

Financial planning Portfolio management

Expertise

Based on Capital Investment Counsel Inc

Active portfolio management

Fee options

Percentage

$0 - $500,000: 1.75% $500,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001+: Negotiable

Commissions

Clients pay trading costs or commissions, which may be paid to affiliated brokers; registered representatives may receive commissions on securities transactions

Other

Account minimum: $100,000 Minimum fee: $500 annual minimum fee, may be waived at management's discretion Fee-only: Advisory fees based on asset management; financial planning fees are negotiable and in addition to advisory fees

Location

100 E Six Forks Rd, Ste 200

Raleigh, NC 27609

Most active in

California · North Carolina · South Carolina · Texas

Work history

Capital Investment Brokerage, Inc.

1997 - Present (29 years)

Capital Investment Counsel, Inc.

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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