Confidential Management Advisors (CMAI) offers personalized investment advice and financial forecasting. CMAI works with clients to understand their objectives, risk tolerance, and financial situation to create asset allocation targets. CMAI monitors performance and adjusts the allocation as needed. CMAI may use third-party advisors (TPAs) to manage a portion of a client's assets. CMAI also provides non-supervisory investment services in the form of reports and strategic planning services.
Assets Under Management$150M
Clients74
Advisors1
Avg. per Client$2.1M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees are negotiable at the discretion of CMAI for amounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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