Advisor at Capital Investment Advisory Services, LLC
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Location
Elizabethtown, NC
Credentials
ChFC®, Series 63, Series 65
Industry experience
47 years
Arch Decastrique is a financial advisor with Capital Investment Advisory Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience and has been with Capital Investment Companies since 2010. He is also president and sole employee of Decastrique Financial Services, Inc., a business focused on insurance and financial products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized solutions including separately managed accounts, third-party manager referrals, private-label model portfolios, and financial planning, using a variety of analytical methods and ongoing portfolio reviews.
Based on Capital Investment Advisory Services, LLC
Based on Capital Investment Advisory Services, LLC
Commission basis for portfolio review services up to 2%; commissions on certain investment products via affiliated broker-dealers
Hourly fees not to exceed $250/hour for financial planning and portfolio review services
Minimum fee: Minimum annual fee of $500, may be negotiable Fee-only: Fee basis for financial planning and portfolio review services: $500 to $2,500 (negotiable)
Elizabethtown, NC
North Carolina
Capital Investment Companies
2010 - Present (16 years)
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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