Capital Management Services, led by David Biehl, offers investment planning and management. Investment plans are tailored to each client's financial situation, goals, and risk tolerance. Capital Management Services focuses on long-term investment plans using carefully selected no-load mutual funds and individual securities. Clients receive quarterly reports and can discuss their accounts at any time.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees are negotiable for larger accounts, typically in excess of $250,000. Certain accounts are based on a split fee schedule where the portfolio is separated into growth investments and income producing investments. In these cases, the annualized fee is .6% for the growth portion of the portfolio and .25% for the income producing portion of the portfolio.