Capital Management Advisors LP provides investment advisory and wealth management services, including portfolio design, asset management, and financial planning. They use a values-based approach, customizing portfolios to reflect each client's goals and risk tolerance. They primarily use a long-term passive investment strategy, believing in global asset class investing. For clients with at least $1 million or who pay a minimum annual fee of $12,500, they offer an integrated wealth management plan covering estate planning, tax mitigation, and asset protection.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Fees for the management of laddered bond portfolios may vary according to the size and complexity of the account. Fees for the investment management of qualified plans held by another custodian are set on a case by case basis.