Capital Portfolio Advisors has an established presence in the industry.  Before I founded my firm, I started out with a very large financial planning firm in Boston, MA in 1988.  My practice began commission-based which the norm was back then. 

In 1993, I set up Capital Portfolio Advisors Inc. as a Registered Investment Advisor to take advantage of a more flexible type of account for my clients.  These accounts have low commissions or no commissions at all, and my compensation comes from low ongoing management fees based solely on the size of the account instead of a trading commission every time there is a transaction. 

These accounts are better designed to allow "gear shifting" or allocation changes and they align the advisor's interests with the client as we both want to see the account prosper.  And gone are the many conflicts of interest inherent with a commission-based approach.

Capital Portfolio Advisors, Inc. has grown to manage over $25,000,000 of client nest eggs.