Assets Under Management
$396.9M
Number of Clients
317
Number of Advisors
N/A
Average Client AUM
$1.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Management Services (CMS) offers investment advisory services through its wrap fee program. They develop investment strategies based on client profiles and manage portfolios on a discretionary or non-discretionary basis, allocating assets among various investment products. CMS also offers financial planning and consulting services outside the program.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees negotiable for accounts over $10,000,000. The higher fee schedule (CMS Third Party Managers) was used to construct the fee table.
Strafford Bldg Four, Ste 300, 175 Strafford Avenue, Wayne, PA, 19087-3333