Payne Capital Management provides financial planning, consulting, and investment management services. Payne CM works with personal accounts, trust accounts, retirement plans, non-profit organizations, and education accounts. Payne CM manages investment portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds. Payne CM also offers standalone financial coaching services. Payne CM may recommend other professionals for implementation purposes, but the client has the final decision.
Fee Structure
Payne Capital Management manages investments for an annual fee based on a percentage of the value of your portfolio. The fee ranges from 0.40% to 1.00% per year. The exact fee depends on factors like the representative assigned to your account, the amount you invest, the complexity of your situation, and how many meetings you need. Fees are calculated quarterly, in advance.