Capital Research and Management Company Review


Trust Score 86%
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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 $2 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.

Benefits


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

Considerations


  • 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

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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 $580,964,152
Hybrid Advisor Yes
Disciplinary History No
Total AUM $2 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%


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