Capital Management Associates manages investment portfolios and provides comprehensive financial planning for individuals, families, businesses, and retirement plans. The firm offers both continuous portfolio management and a manager-of-managers program where they help clients select and monitor third-party asset managers. Portfolios can be managed on a discretionary basis, where the firm makes trades without prior approval, or on a non-discretionary basis. Investment strategies include fundamental and technical analysis, long-term and short-term purchases, and option writing. Capital Management Associates also offers comprehensive financial planning covering personal goals, taxes, cash flow, investments, insurance, retirement, and estate planning. Affiliated entities provide related accounting and insurance services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees generally range from 0.10% to 2.00% of assets under management, and/or a fixed fee ranging from $250 to $10,000. Fees are negotiable based on client complexity and account size.