Capitol Securities Management (CSM) offers personalized wealth management services and portfolio designs based on individual client needs. CSM provides investment advice and portfolio management on a continuous basis. CSM offers financial planning services, including a comprehensive evaluation of a client’s current situation and future goals and objectives. CSM also offers consulting services regarding various financial topics.
Fee Structure
CSM charges a percentage of your portfolio each year for investment advisory advice. The maximum advisory fee is 2.0% per year. The fee is paid in advance, on a quarterly or monthly basis. The amount you pay will reduce any money you make on your investments. CSM also offers wrap fee programs where the fee includes investment advisory services and brokerage execution costs. The maximum wrap fee is 2.0% per year.