Capital Management Analytics (CMA) provides investment and financial management services to individuals, families, businesses, and trusts. CMA reviews each client's financial situation to determine a suitable investment approach. CMA manages assets on a discretionary basis, regularly monitoring and rebalancing accounts based on the client's financial situation and objectives.
Assets Under Management$79M
Clients146
Advisors1
Avg. per Client$540K
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $400K | 1.25% |
| $400K+ | 1.00% |
Advisory fees are negotiable depending on client circumstances. Fees may be waived in some cases.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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