Assets Under Management
$141.7M
Number of Clients
145
Number of Advisors
6
Average Client AUM
$977K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Management Services (CMS) offers ongoing portfolio management services to individuals and businesses, primarily using a tactical asset allocation process with mutual funds and ETFs. Services are tailored to individual client goals, objectives, time horizon, and risk tolerance. CMS may retain sub-advisors or refer clients to outside managers. They also provide complimentary or fixed-fee financial planning services to investment management clients.
410 Sovereign Ct., Suite 13, Manchester, MO, 63011