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",[799],{"type":129,"attrs":800},{"color":773},{"text":802,"type":22,"marks":803},"1996",[804,807,810],{"type":31,"attrs":805},{"href":806,"uuid":34,"anchor":34,"target":34,"linktype":36},"https://www.yourwealth.com/about/",{"type":129,"attrs":808},{"color":809},"#0000FF",{"type":811},"underline",{"text":813,"type":22,"marks":814},", the firm specializes in helping clients achieve their long-term financial goals, including retirement planning, portfolio management, wealth accumulation, and estate planning. ",[815],{"type":129,"attrs":816},{"color":773},{"type":18,"attrs":818,"content":819},{"textAlign":34},[820],{"text":821,"type":22,"marks":822},"Capital Investment Advisors constructs customized portfolios tailored to each client's unique financial situation, risk tolerance, and investment objectives.",[823],{"type":129,"attrs":824},{"color":773},{"type":18,"attrs":826,"content":827},{"textAlign":34},[828],{"text":829,"type":22,"marks":830},"Clients work directly with experienced financial advisors who provide ongoing support and make adjustments to their portfolios as necessary. ",[831],{"type":129,"attrs":832},{"color":773},{"type":764,"attrs":834,"content":835},{"level":777,"textAlign":34},[836],{"text":837,"type":22,"marks":838},"What are the pros and cons of Capital Investment Advisors?",[839,841],{"type":129,"attrs":840},{"color":773},{"type":38},{"type":18,"attrs":843,"content":844},{"textAlign":34},[845],{"text":846,"type":22,"marks":847},"Capital Investment Advisors combines personalized wealth management with comprehensive financial planning, making it a solid option for individuals and families seeking professional guidance to achieve their long-term financial goals.",[848],{"type":129,"attrs":849},{"color":773},{"type":18,"attrs":851,"content":852},{"textAlign":34},[853],{"text":854,"type":22,"marks":855},"Here is a breakdown of some of the main pros and cons of working with Capital Investment Advisors, to help you make the right decision for your 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aspirations.",[917],{"type":129,"attrs":918},{"color":773},{"type":871,"content":920},[921],{"type":18,"attrs":922,"content":923},{"textAlign":34},[924,930],{"text":925,"type":22,"marks":926},"Experienced team of professionals: ",[927,929],{"type":129,"attrs":928},{"color":773},{"type":38},{"text":931,"type":22,"marks":932},"Founded in 1996, Capital Investment Advisors has over two decades of experience in the wealth management industry, providing clients with the expertise to navigate complex financial decisions.",[933],{"type":129,"attrs":934},{"color":773},{"type":764,"attrs":936,"content":937},{"level":860,"textAlign":34},[938],{"text":939,"type":22,"marks":940},"Cons of Capital Investment Advisors",[941],{"type":129,"attrs":942},{"color":773},{"type":868,"content":944},[945,961,977],{"type":871,"content":946},[947],{"type":18,"attrs":948,"content":949},{"textAlign":34},[950,956],{"text":951,"type":22,"marks":952},"Higher fees compared to automated platforms: 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This could make the service less accessible for individuals with smaller portfolios who might benefit more from lower-cost or automated options.",[1006],{"type":129,"attrs":1007},{"color":773},{"type":764,"attrs":1009,"content":1010},{"level":777,"textAlign":34},[1011],{"text":1012,"type":22,"marks":1013},"Capital Investment Advisors fees: How much does Capital Investment Advisors cost?",[1014,1016],{"type":129,"attrs":1015},{"color":773},{"type":38},{"type":18,"attrs":1018,"content":1019},{"textAlign":34},[1020],{"text":1021,"type":22,"marks":1022},"Capital Investment Advisors typically charges an asset-based advisory fee that ranges from 1.00% to 0.50% annually, depending on the size of the portfolio, with fees billed quarterly in advance. 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approach and associated fees higher than necessary for their needs.",[1807],{"type":129,"attrs":1808},{"color":773},{"type":871,"content":1810},[1811],{"type":18,"attrs":1812,"content":1813},{"textAlign":34},[1814,1820],{"text":1815,"type":22,"marks":1816},"Active traders or self-directed investors: ",[1817,1819],{"type":129,"attrs":1818},{"color":773},{"type":38},{"text":1821,"type":22,"marks":1822},"The firm’s model is built around strategic, long-term planning rather than frequent trading or tactical short-term positions.",[1823],{"type":129,"attrs":1824},{"color":773},{"type":764,"attrs":1826,"content":1827},{"level":777,"textAlign":34},[1828],{"text":1829,"type":22,"marks":1830},"Capital Investment Advisors: Is it secure? ",[1831,1833],{"type":129,"attrs":1832},{"color":773},{"type":38},{"type":18,"attrs":1835,"content":1836},{"textAlign":34},[1837],{"text":1838,"type":22,"marks":1839},"Capital Investment Advisors is considered a secure firm for managing investment accounts and client data. ",[1840],{"type":129,"attrs":1841},{"color":773},{"type":18,"attrs":1843,"content":1844},{"textAlign":34},[1845],{"text":1846,"type":22,"marks":1847},"The company partners with independent, third-party custodians to hold client assets, ensuring funds and securities remain separate from the firm’s own accounts. These custodians provide clients with regular account statements and transaction confirmations, offering an added layer of transparency and protection.",[1848],{"type":129,"attrs":1849},{"color":773},{"type":18,"attrs":1851,"content":1852},{"textAlign":34},[1853],{"text":1854,"type":22,"marks":1855},"From an information security standpoint, the firm states that personal data submitted through its website is processed and stored by authorized service providers, who use security protocols and restricted access measures.",[1856],{"type":129,"attrs":1857},{"color":773},{"type":18,"attrs":1859,"content":1860},{"textAlign":34},[1861],{"text":1862,"type":22,"marks":1863},"Overall, the firm’s use of independent custodians, access controls, and standard cybersecurity protocols provides a reasonable level of security consistent with industry best practices. However, users should remain vigilant when managing their accounts online.",[1864],{"type":129,"attrs":1865},{"color":773},{"type":764,"attrs":1867,"content":1868},{"level":777,"textAlign":34},[1869],{"text":1870,"type":22,"marks":1871},"Capital Investment Advisors: Customer service",[1872,1874],{"type":129,"attrs":1873},{"color":773},{"type":38},{"type":18,"attrs":1876,"content":1877},{"textAlign":34},[1878],{"text":1879,"type":22,"marks":1880},"Capital Investment Advisors provides a personalized, advisor-led client service model, designed to maintain consistent communication and individualized attention. ",[1881],{"type":129,"attrs":1882},{"color":773},{"type":18,"attrs":1884,"content":1885},{"textAlign":34},[1886],{"text":1887,"type":22,"marks":1888},"Each client is paired with a dedicated advisory team that serves as their main point of contact for investment management, retirement planning, and broader financial guidance.",[1889],{"type":129,"attrs":1890},{"color":773},{"type":18,"attrs":1892,"content":1893},{"textAlign":34},[1894],{"text":1895,"type":22,"marks":1896},"Clients can reach the firm through phone, email, or scheduled appointments, with meetings available at its office locations across the United States, including Atlanta (headquarters), Tampa, Denver, and Phoenix. 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The portal enables users to view their portfolio balances, recent transactions, and investment performance summaries, as provided by the firm’s third-party custodians.",[1930],{"type":129,"attrs":1931},{"color":773},{"type":764,"attrs":1933,"content":1934},{"level":777,"textAlign":34},[1935],{"text":1936,"type":22,"marks":1937},"Is Capital Investment Advisors worth it?",[1938,1940],{"type":129,"attrs":1939},{"color":773},{"type":38},{"type":18,"attrs":1942,"content":1943},{"textAlign":34},[1944],{"text":1945,"type":22,"marks":1946},"Whether Capital Investment Advisors is worth it depends on the type of investor. ",[1947],{"type":129,"attrs":1948},{"color":773},{"type":18,"attrs":1950,"content":1951},{"textAlign":34},[1952],{"text":1953,"type":22,"marks":1954},"For individuals and families seeking personalized, advisor-led wealth management, the firm offers a transparent fee-only structure, fiduciary accountability, and comprehensive financial planning across investments, retirement, taxes, and estate needs.",[1955],{"type":129,"attrs":1956},{"color":773},{"type":18,"attrs":1958,"content":1959},{"textAlign":34},[1960],{"text":1961,"type":22,"marks":1962},"The firm is appealing to investors who value ongoing human guidance and tailored portfolio oversight.",[1963],{"type":129,"attrs":1964},{"color":773},{"type":18,"attrs":1966,"content":1967},{"textAlign":34},[1968],{"text":1969,"type":22,"marks":1970},"However, the firm’s percentage-based advisory fees and $500,000 minimum portfolio requirement place it firmly in the traditional full-service category. ",[1971],{"type":129,"attrs":1972},{"color":773},{"type":18,"attrs":1974,"content":1975},{"textAlign":34},[1976],{"text":1977,"type":22,"marks":1978},"Investors seeking low-cost, technology-driven investing or hands-off automation may find limited appeal compared with digital platforms that emphasize convenience and scalability.",[1979],{"type":129,"attrs":1980},{"color":773},{"type":18,"attrs":1982,"content":1983},{"textAlign":34},[1984,1989,2003,2008,2022,2027,2041,2046,2060,2065,2079,2084,2098],{"text":1985,"type":22,"marks":1986},"Investors considering alternatives to Capital Investment Advisors may also want to compare other personalised advisory firms such as ",[1987],{"type":129,"attrs":1988},{"color":773},{"text":1990,"type":22,"marks":1991},"Moneta Group Financial Advisors,",[1992,2001],{"type":31,"attrs":1993},{"href":1994,"uuid":1995,"anchor":34,"target":35,"linktype":74,"story":1996},"/discover/financial-advice/moneta-group-financial-advisors","5bf89192-06dc-42b7-afcd-9a175fc305ec",{"name":1997,"id":1998,"uuid":1995,"slug":1999,"url":2000,"full_slug":2000,"_stopResolving":558},"Moneta Group financial advisors",541724929,"moneta-group-financial-advisors","discover/financial-advice/moneta-group-financial-advisors",{"type":129,"attrs":2002},{"color":773},{"text":2004,"type":22,"marks":2005}," ",[2006],{"type":129,"attrs":2007},{"color":773},{"text":2009,"type":22,"marks":2010},"Chicago Partners Wealth Advisors",[2011,2020],{"type":31,"attrs":2012},{"href":2013,"uuid":2014,"anchor":34,"target":35,"linktype":74,"story":2015},"/discover/financial-advice/chicago-partners-wealth-advisors-reviews","dac19dc8-e84a-4da1-ba45-05e023612938",{"name":2016,"id":2017,"uuid":2014,"slug":2018,"url":2019,"full_slug":2019,"_stopResolving":558},"Chicago Partners Wealth Advisors Reviews",123115955639556,"chicago-partners-wealth-advisors-reviews","discover/financial-advice/chicago-partners-wealth-advisors-reviews",{"type":129,"attrs":2021},{"color":773},{"text":2023,"type":22,"marks":2024}," or ",[2025],{"type":129,"attrs":2026},{"color":773},{"text":2028,"type":22,"marks":2029},"Exencial Wealth Advisors, ",[2030,2039],{"type":31,"attrs":2031},{"href":2032,"uuid":2033,"anchor":34,"target":35,"linktype":74,"story":2034},"/discover/financial-advice/title-exencial-wealth-advisors-review","f917a591-3504-4bfd-bada-e8dd2d48a3e8",{"name":2035,"id":2036,"uuid":2033,"slug":2037,"url":2038,"full_slug":2038,"_stopResolving":558},"Title Exencial Wealth Advisors Review",122063014164468,"title-exencial-wealth-advisors-review","discover/financial-advice/title-exencial-wealth-advisors-review",{"type":129,"attrs":2040},{"color":773},{"text":2042,"type":22,"marks":2043},"which offer tailored planning and investment management for a range of goals. 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",[2212],{"type":129,"attrs":2213},{"color":2214},"#0A0A0A","Is Capital Investment Advisors legit?",{"_uid":2217,"text":2218,"title":2230,"component":2199},"256651d4-6a20-4c25-9284-49eed972d81b",{"type":15,"content":2219},[2220],{"type":18,"attrs":2221,"content":2222},{"textAlign":34},[2223,2225],{"text":2224,"type":22},"Yes, ",{"text":2226,"type":22,"marks":2227},"Capital Investment Advisors (CIA) states that they assume a fiduciary responsibility on wealth management accounts, meaning they are obligated to act in their clients' best interest",[2228],{"type":129,"attrs":2229},{"color":2214},"Is Capital Investment Advisors a Fiduciary?",[2232],{"_uid":2233,"image":2234,"title":2236,"subtitle":12,"component":2253,"breadcrumbs":558},"7258534c-6542-4ae2-bfde-cd263bf80204",{"id":1604,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":1605,"copyright":12,"fieldtype":1606,"meta_data":2235,"is_external_url":543},{},{"type":15,"content":2237},[2238],{"type":18,"attrs":2239,"content":2240},{"textAlign":34},[2241,2248],{"text":1608,"type":22,"marks":2242},[2243,2245],{"type":129,"attrs":2244},{"color":773},{"type":25,"attrs":2246},{"class":2247},"primary-gradient",{"text":2249,"type":22,"marks":2250}," Review",[2251],{"type":129,"attrs":2252},{"color":773},"app-hero",{"name":2255,"created_at":2256,"published_at":2257,"updated_at":2258,"id":2259,"uuid":2260,"content":2261,"slug":2270,"full_slug":2271,"sort_by_date":34,"position":2272,"tag_list":2273,"is_startpage":543,"parent_id":2274,"meta_data":34,"group_id":2275,"first_published_at":2276,"release_id":34,"lang":730,"path":34,"alternates":2277,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Unbiased team","2024-01-18T11:49:29.332Z","2024-01-24T16:17:31.264Z","2024-01-24T16:17:31.285Z",429182198,"a38620a4-ad81-47d5-b2fe-9fe933abd010",{"job":2262,"_uid":2263,"name":2255,"image":2264,"component":2268,"description":2269},"Writers","a6e3129c-eeee-4438-8204-797883981521",{"id":2265,"alt":12,"name":12,"focus":12,"title":12,"source":12,"filename":2266,"copyright":12,"fieldtype":1606,"meta_data":2267,"is_private":12,"is_external_url":543},13850198,"https://a.storyblok.com/f/185166/400x400/232c6cb764/unbiased-team.jpg",{},"article-author","Our team of writers, who have decades of experience writing about personal finance, including investing and retirement, are here to help you find out what you must know about life’s biggest financial decisions.","unbiased-team","authors/unbiased-team",-10,[],224651374,"170282a1-0fe6-4cf3-ab19-04639ed3474c","2023-04-03T07:50:42.397Z",[],[2279],{"_uid":2280,"body":2281,"title":2302,"component":2303},"628318e0-01e9-4c44-8673-bc4675b4f2b9",[2282,2286,2290,2294,2298],{"_uid":2283,"href":2284,"text":2285,"component":542,"openInNewWindow":558},"e6f1f7b2-49a5-4feb-a717-600f1b9fec04","https://www.unbiased.com/discover/financial-advice/best-financial-advisor","Best financial advisors",{"_uid":2287,"href":2288,"text":2289,"component":542,"openInNewWindow":558},"69a90179-207b-4b47-a1e2-26f017dfcdca","https://www.unbiased.com/discover/financial-advice/modera-wealth-management-review","Modera Wealth Management Review",{"_uid":2291,"href":2292,"text":2293,"component":542,"openInNewWindow":558},"0a5577d1-1743-4b6c-9ac5-9fb16497b45b","https://www.unbiased.com/discover/financial-advice/fidelity-wealth-management-review","Fidelity Wealth Management review",{"_uid":2295,"href":2296,"text":2297,"component":542,"openInNewWindow":558},"f64574eb-0362-4de7-9dea-79de91aac839","https://www.unbiased.com/discover/financial-advice/iht-wealth-management-review?_storyblok=123835103518098&_storyblok_c=app-article&_storyblok_version=&_storyblok_lang=default&_storyblok_release=0&_storyblok_rl=1765923329469&_storyblok_tk[space_id]=185166&_storyblok_tk[timestamp]=1765923330&_storyblok_tk[token]=923ea4be84575326d3f4f47bd762aa486913f99a","IHT Wealth Management Review",{"_uid":2299,"href":2300,"text":2301,"component":542,"openInNewWindow":558},"20061691-8b0b-4659-809f-e2a35e826f10","https://www.unbiased.com/discover/financial-advice/annex-wealth-management-review","Annex Wealth Management review","Related Articles","app-links-list",{"_uid":2305,"title":1608,"plugin":2306,"og_image":12,"og_title":12,"description":2307,"twitter_image":12,"twitter_title":12,"og_description":12,"twitter_description":12},"c79284cb-8862-4a70-99a3-02da0e8e6d0c","seo_metatags","This Capital Investment Advisors review outlines the firm’s wealth management and financial planning services, fee-only structure, advisor-led model, pros and cons, security practices, and who the firm is best suited for. ",{"name":2309,"created_at":2310,"published_at":2311,"updated_at":2312,"id":2313,"uuid":2314,"content":2315,"slug":2323,"full_slug":2324,"sort_by_date":34,"position":2272,"tag_list":2325,"is_startpage":543,"parent_id":2274,"meta_data":34,"group_id":2326,"first_published_at":2276,"release_id":34,"lang":730,"path":34,"alternates":2327,"default_full_slug":34,"translated_slugs":34,"_stopResolving":558},"Rachel Carey","2023-03-28T10:05:08.718Z","2025-01-28T12:05:49.815Z","2025-01-28T12:05:49.832Z",283076789,"b4ce951f-89c7-4ef6-97a8-709dc6d856e1",{"job":2316,"_uid":2263,"name":2309,"image":2317,"component":2268,"education":2320,"expertise":2321,"description":2322},"Senior Content Writer",{"id":2318,"alt":12,"name":12,"focus":12,"title":12,"filename":2319,"copyright":12,"fieldtype":1606,"is_external_url":543},7792663,"https://a.storyblok.com/f/185166/1199x1257/2401746255/rachel-carey.jpg","Griffith College Dublin, MA (Hons) in Journalism & Media Communications","Rachel brings over a decade of experience in media, including SEO content writing, marketing, public relations, and broadcast and print journalism.","Rachel is a Senior Content Writer at Unbiased, producing content across a range of different sectors, including personal finance, retirement, and investing. 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