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What is the historical performance of Capital Investment Advisors? Can I write a review of Capital Investment Advisors or file a complaint? Minimum Investment. Average Client Balance. Total AUM. Visit Site. See locations. Activity Restriction — SRO. Dismissal upon Settlement — Court. Investment-Related Prohibition - Court. Felony Conviction. Misdemeanor Conviction. Order Entered - Other Regulatory Agencies. Regulation Violations - Other Regulatory Agencies. Regulation Violations — SRO. Attorney Conflict.
Broker-Dealer Conflict. Performance-Based Fees. Commissions Conflict. The accounts are displayed in three buckets: advisor-managed within Vanguard, self-managed, and non-Vanguard assets. Long-term forecasts and recommendations in the account interface coach clients on how to better meet investment objectives, based on life situations and goals outlined during the lengthy onboarding process. The client can make changes at any time by altering the risk profile. Social Security benefits are built into the goal planning rubric for retirement along with advice about the timing of taking these benefits.
The website features an impressive variety of tools and calculators to help clients figure out how much money needs to be set aside to reach goals within realistic time frames. Many of these resources focus on retirement, but college planning and life assessment calculators are equally valuable in meeting long-term financial objectives.
Deposits, recurring deposits, and withdrawals can be accomplished with a few clicks in the account management interface. No margin is available to advisory clients, nor can you borrow against your assets. Advisors ask new clients to opt in to an interest-bearing Spending Fund, with limits that target minimum and maximum cash held aside in the investment account. The automated management system will buy additional securities when the upper limit is exceeded and sell securities when the lower limit is exceeded.
Cash in accounts is excluded from the calculation that generates the management fee. A proprietary algorithm digests client profile data and recommends a portfolio and corresponding glide path that considers the risk tolerance, asset allocation, and time horizon suitable for the stated goals and time horizon.
The output follows the categorization scheme found at most rivals, subdividing portfolios into very conservative, conservative, moderate, aggressive, and very aggressive objectives. Portfolios may contain:. Allocations are fluid, changing to match the glide path trajectory, risk exposure, and time remaining for each goal.
As the amount held in the account increases, the recommended portfolio can include individual stocks as well as fixed income. Vanguard PAS maintains a broadly diversified portfolio that includes investments from a variety of market sectors and asset classes. The methodology follows traditional Modern Portfolio Theory MPT principles, emphasizing the benefits of low-cost securities, diversification, and indexing, driven by long-term financial goals.
Managed portfolios are reviewed quarterly or when additional cash is deposited or withdrawn to determine if rebalancing is required. Vanguard PAS advisors can rebalance and adjust portfolios at other times if warranted, based on client request.
Cost, tax, and diversification tradeoffs will be evaluated on whether some of all of each position should be sold and used to rebalance toward the recommended asset classes. Stock and bond methodologies increase diversification by including equity funds at different capitalization and volatility levels as well as bond funds with different geographical, timing, and capital risks.
Tax-loss harvesting through the MinTax cost basis process must be opted into by the client at the time of enrollment. Vanguard PAS clients can speak to a financial advisor at any time by scheduling an appointment. The website is mobile-ready and easy to read. Vanguard provides the same full-featured iOS and Android apps for all types of accounts, along with iPad and Kindle versions.
Apps add a security layer through two-factor authentication while retaining nearly all account functions that are accessible through the web management interface. The website has been updated considerably and uses a card-type interface. The client dashboard displays cards that open further for each function, such as goals, investments, and tools. Most functions can also be accessed from menus, but the card layout is clean and easy to navigate. The cards are dynamic and based on some variables such as market events, calendar year-end tax planning , or client demographics.
For example, everyone between 62 and 67 will see a card that discusses the timing of taking social security. The Tools card takes you to a plan simulator that lets you perform "what-if" analysis with your goals and holdings. PAS clients use a different phone number than the broad Vanguard clientele, with customer service hours listed from a. Though there aren't specific education offerings built into PAS, there are massive amounts available on the general Vanguard site.
These include articles, videos, research papers, blog posts, and social media output, as well as marketing pitches for Vanguard products. The site uses bit SSL encryption and provides two-factor authentication. Cash is swept into money market funds that are not FDIC-insured. The robo-advisor charges a competitive 0. Clients who begin their relationship with Vanguard PAS by transferring in non-Vanguard assets may pay a transaction fee when those securities are liquidated, but equity commissions were eliminated in early so individual stock sales will not incur a fee.
Certain non-Vanguard mutual fund families are subject to transaction fees, though. A Vanguard spokesperson says, "These fees only apply to clients who enroll in the service with non-Vanguard funds that they, in consultation with their PAS advisors, choose not to sell—likely because of embedded capital gains.
If they do ultimately sell, they would incur the same transaction costs as they would by placing a self-directed trade on their Vanguard Brokerage Account. Vanguard PAS offers an excellent fit for mature investors looking to place capital at a financial institution with a long and stable history, but clients who bring in non-Vanguard assets may pay extra for transaction costs, expense ratios, and third-party relationships when they are sold and re-invested in Vanguard funds.
Regular access to financial advisors may justify these added costs, with coaching and management increasing the potential for superior returns. Vanguard is one of the originals when it comes to empowering investors through index funds. Its robo-advisory offering is solid and would no doubt benefit by a clearer picture of performance, as Vanguard has long been the name for delivering broad market returns at a low-cost.
The website updates made over the past year are most welcome, making the site considerably easier to use.
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