Capital Investment Services Of America Inc
111 E. WISCONSIN AVE, SUITE 1310, Milwaukee, Wisconsin 53202
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
1% on first $500,000 of assets; .75 of 1% on the amount from $500,001 to $1,000,000 of assets; .60 of 1% on the amount from $1,000,000 to $2,000,000 of assets; .45 of 1% on the amount over $2,000,000
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.