Assets Under Management
$477.1M
Number of Clients
1,057
Number of Advisors
4
Average Client AUM
$451K
AUM per Advisor
$119.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Investment Management offers discretionary and non-discretionary investment advisory services through various programs, including WealthPort (CAAP® and UMA) and CMAP. They also provide financial planning and consulting services, including written retirement plans. For households above $500,000 in AUM, the annualized advisor's fee includes tax planning and preparation in conjunction with Capital Tax and Consulting. Households above $1,000,000 in AUM qualify for a Living Trust, Will(s) or Power of Attorney documents by the Trust and Will Center or an approved Estate planning firm.
608 S.W. 3rd St., Lee'S Summit, MO, 64063