Frequently Asked Questions

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.

How much do you charge?

Capital Ideas Inc. charges a management fee at the rates listed above. The fee is accessed retroactively and paid on a quarterly schedule.

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.

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.

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.

What is Capital Ideas role as a money manager?
Capital Ideas assists its 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.

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.