Capital Asset Management (CAM) is a fee-only registered investment advisor that provides wealth management and investment management services. Wealth management integrates financial planning with investment management, including a review of assets, liabilities, cash flow, and financial objectives. Investment management provides continuous management of client accounts based on an investment policy statement.
Assets Under Management$180M
Clients129
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$90M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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