Capital Resource Management provides customized portfolio management services tailored to each client's financial situation, risk tolerance, and time horizon. Capital Resource Management builds asset allocation strategies and selects appropriate mutual funds, exchange-traded funds, private investments, and independent third-party money managers to handle different parts of the portfolio. The firm does not make day-to-day trading decisions itself; instead, it oversees third-party money managers who handle direct investments. Capital Resource Management continuously monitors portfolio performance, reviews accounts for rebalancing, and provides quarterly performance reports. The firm prefers to work with clients who have at least $5 million in investable assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Rates shown are for equity and balanced strategies; fixed income strategies are 0.35% for $5M-$10M and 0.25% for over $10M. Accounts under $5M generally pay greater than 0.50%. Subject to a $24,000 minimum annual fee.