I am an adviser.
How do I access your services?
You may open client accounts at ETC Brokerage Services and contract Capital Advice as sub-manager, or become a solicitor for Capital Advice, or you may subscribe to signals to utilize at your current custodian. Capital Advice may sub-manage at other custodians on a case by case basis.
What are your fees?
Fees are negotiable but are generally an annual fee of .7% paid quarterly.
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I am an entity or individual and would like Capital Advice to manage a portfolio.
How do I access portfolio management?
You will need to sign a customer service agreement with Capital Advice and open an account at ETC Brokerage Services.
What are your fees?
Capital Advice fees are based on assets under management as disclosed in our ADV and are payable quarterly.
Do you manage variable annuities?
Yes. The strategies are available in the no load Jefferson National Monument Variable Annuity (a subsidiary of Nationwide).
Other annuities may be managed on a case-by-case basis.