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Capital Cities Investments

Updated today

Total assets under management

$251,443,578

Total clients

575

11% high-net worth

Total advisors

15

of 19 employees

Firm size

Multi Team

Average clients per advisor

38

Average account size

$437,293

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Pension consulting services may be charged a fixed fee or percentage of assets depending on client needs; fees range from 0.05% to 1.50% or fixed fee.

Percentage

$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000+: 1.00%

Commissions

Registered representatives receive commissions on securities sales and insurance agents receive commissions on insurance products, separate from advisory fees.

Project-based

Up to $200 per hour for financial planning services, negotiable depending on scope and complexity.

Other

Account minimum: $250,000 for portfolio management accounts; $5,000 minimum to open an account in the Schwab Institutional Intelligent Portfolios Program; $50,000 minimum account balance to enroll in the tax-loss harvesting feature of the Program

Disclosures

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

Business activities & affiliations

Main office location

Capital Cities Investments

426 East New York Street

Indianapolis IN 46202, United States

Number of offices

5

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