Capital Management Investor Services provides investment management to individuals, pension and profit sharing plans, and small businesses. The firm focuses on enhancing investment returns using Exchange-Traded Funds and their listed option derivatives. Capital Management Investor Services is a fee-only firm and does not receive commissions. The initial meeting is free to determine if investment management is beneficial.
Fee Structure
Capital Management Investor Services bases its fees on a percentage of the value of your portfolio or fixed fees. The annual advisory fee ranges from 0.50% to 3.00% depending on the complexity of the work. Fees are billed monthly after the billing period has ended and are usually deducted from a designated client account. The firm may waive its minimum fee or charge a lesser fee based on certain criteria.