Capital Management Advisors (CMA) offers investment management and counseling, continuously reviewing client portfolios based on their objectives and obligations. They advise on various securities. CMA also provides quarterly summaries of the economic and investment outlook. CMA offers financial planning services, evaluating current financial circumstances and future projections. Clients can choose discretionary or non-discretionary services, with fees prorated upon termination.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1M+ | 1.20% |
These rates are for ETF/Mutual Fund Tactical Portfolios. Individual Security Portfolios have a different fee schedule: Under $500K: 1.75%, $500K-$999,999: 1.50%, $1M-$1,999,999: 1.25%, $2M-$2,999,999: 1.00%, $3M+: 0.75%. Minimum annual fee of $2,400 for discretionary management; however, all fees are negotiable.