Capital Management Services (CMS) offers ongoing portfolio management services to individuals and businesses. CMS uses a tactical asset allocation process, primarily investing in mutual funds and exchange-traded funds (ETFs). CMS may also retain sub-advisors or third-party managers. CMS may also provide financial planning services to investment management clients.
Assets Under Management$140M
Clients145
Advisors7
Avg. per Client$980K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...