Advisor at Capital Investment Counsel Inc
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Firm
Capital Investment Counsel Inc
Location
Raleigh, NC 27609
Credentials
Series 63, Series 65
Industry experience
38 years
William Eddins Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has 38 years of industry experience. Since 1987, he has been associated with Capital Investment Counsel, Inc. and Capital Investment Group, Inc., and since 1997 with Capital Investment Brokerage, Inc. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using an individualized approach that incorporates various analytical methods and ongoing portfolio monitoring.
$0 - $500,000: 1.75% $500,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001+: Negotiable
Clients pay trading costs or commissions, which may be paid to affiliated brokers; registered representatives may receive commissions on securities transactions
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
100 E Six Forks Rd, Ste 200
Raleigh, NC 27609
North Carolina · South Carolina
Capital Investment Brokerage, Inc.
1997 - Present (29 years)
Capital Investment Counsel, Inc.
1987 - Present (39 years)
Capital Investment Group, Inc.
1987 - Present (39 years)
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Real estate agent
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Other specialized services
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