What is the minimum account size?
How much do you charge?
If I need to withdraw money from my Capital Ideas account, how do I go about it?
Where will my account be held?
What if I do not wish to hold certain types of stocks (e.g.. tobacco or gaming)?
What is Capital Ideas role as a money manager?
What do I need to do in order to begin my account with Capital Ideas?
What is the minimum account size?
For most accounts, the minimum investment to begin your portfolio is $500,000, although in certain instances the minimum investment may be as low as $100,000.
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| Amount of Assets | Annual Management Fee |
| $250,000 to $500,000 | 2.00% |
| $500,000 to $1,000,000 | 1.50% |
| $1,000,000 and above | Negotiable |
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If I need to withdraw money from my Capital Ideas account, how do I go about it?
Whenever you want to withdraw funds from your account, contact
your broker who will process your request and notify Capital Ideas
of the change. If you need frequent or regular withdrawals, your CI
investment team can set up a systematic withdrawal system that will
automatically disburse the necessary funds when you need them.
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Where will my account be held?
Capital Ideas will not take physical possession of your securities.
All of the securities holdings within your portfolio will need to
be traded through a registered brokerage house. If you have a
stockbroker, Capital Ideas can direct all trades through him or her
and your assets will remain in the custody of that brokerage house.
If you need to retain a broker, Capital Ideas has an established
relationship with First Clearing Corporation (a subsidiary of Wells Fargo) through an affiliation with a registered securities
broker. As a service to our clients, Capital Ideas personnel will be
happy to assist you with the transfer of your account to this affiliated
brokerage firm.
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What if I do not wish to hold certain types of stocks (e.g.. tobacco or gaming)?
Not a problem. Capital Ideas works hard at being one of the most
service-oriented money management firms in the industry. We can
employ investment restrictions in your portfolio, which will prevent
investing in securities you find socially undesirable.
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What is Capital Ideas role as a money manager?
Capital Ideas assists it's clients to determine their investment
objectives and an asset allocation appropriate for the attainment of
those goals. After this the firm establishes a portfolio and provides
ongoing continuous monitoring and necessary adjustments to that
portfolio.
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What do I need to do in order to begin my account with Capital Ideas?
Contact Capital Ideas. We will set up an appointment to discuss
your situation and investment needs.
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