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Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
48 years
Location
Elizabethtown, NC
Capital Investment Advisory Services, LLC
Multi-team
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
Elizabethtown NC
Advisors at this office
1
North Carolina
48 years of industry experience
Capital Investment Companies
2010 - Present • 16 years
Raleigh, NC
Nationwide Securities, LLC
2008 - 2009 • 1 year
NC
1717 Capital Management Company
2008 - 2008 • 1 year
NC
1717 Capital Management Company
2001 - 2003 • 2 years
Charlotte, NC
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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