Capital Management Associates INC

Assets Under Management

$1.6B

Number of Clients

932

Number of Advisors

15

Average Client AUM

$1.7M

AUM per Advisor

$108.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Capital Management Associates, Inc. offers investment supervisory services through individual portfolio management and a managed accounts program. They also provide financial planning services, including personal, tax, investment, insurance, retirement, death & disability, and estate planning. Investment recommendations are not limited to specific products.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Location

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120

15 Advisors at this firm

Capital Management Associates Inc | TrueAdvisor