Capital Management Advisors provides investment management, retirement plan consulting, and comprehensive financial planning services. The firm builds customized portfolios using stocks, bonds, exchange-traded funds, and mutual funds, tailoring strategies to each client's specific financial objectives and risk tolerance. Capital Management Advisors employs fundamental, charting, and technical analysis to evaluate investments. Clients can choose between discretionary services, where the firm makes trades on their behalf without prior approval, and non-discretionary services, where clients must approve trades beforehand. The firm also assists plan sponsors with retirement plans and offers comprehensive financial planning covering future projections and cash flow evaluations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Rates shown are for individual security portfolios. The firm also offers exchange-traded fund and mutual fund tactical portfolios with rates ranging from 1.60% down to 1.20%. Minimum annual fee is $2,400. All fees are negotiable.