Capital Investment Management (CIM) offers investment management services based on each client's financial situation, goals, and risk tolerance. CIM typically recommends allocating assets across a diversified portfolio of mutual funds, rebalanced periodically. For some clients, CIM recommends Focus Partners Advisor Solutions, LLC (FPAS), an independent firm, for advisory and administrative services. CIM also provides financial planning services without ongoing investment management. Maureen McShane is the principal owner of CIM.
Assets Under Management$76M
Clients143
Advisors1
Avg. per Client$530K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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