Capital Financial Management (CFM) provides financial advisory services including segmented financial advice, coordinated financial plans, ongoing consulting, investment reporting and review, and asset management. CFM formulates investment plans with stated objectives and specific financial management parameters. Clients may elect to have their portfolio managed on a discretionary or non-discretionary basis.
Assets Under Management$65M
Clients114
Advisors1
Avg. per Client$570K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.85% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.38% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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