Capital Research and Management Company Review

Trust Score 91%
Trust Score info_outline

Capital Research and Management Company, federally registered in 1971, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 1 advisors. Capital Research and Management Company manages $1.9 trillion and provides investment advisory services for 3,346 clients (1:3346 advisor/client ratio).

Capital Research and Management Company requires a $0 minimum investment and charges a blended rate between 0.65% and 0.33% for ongoing portfolio management services, depending on the size of the portfolio.


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm has been federally registered for 47 years


  • There is only one licensed advisor for every 3346 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

View Full Report

Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $581,004,857
Hybrid Advisor Yes
Disciplinary History No
Total AUM $1.9 trillion
Advisor / Client Ratio 1:3346
Headquarters Los Angeles, CA
SEC Filings Forms and Brochures

Annual Fee Ranges Percent
$0 to $9,999,999 0.65%
$10,000,000 to $25,000,000 0.60%
$25,000,001 to $50,000,000 0.45%
$50,000,001+ 0.33%

Questions & Answers

Get answers about Capital Research and Management Company

Ask a question question_answer