Capital Income Management (CIM) offers investment advisory services, managing individual accounts for high-net-worth individuals, trusts, pensions, retirement plans, corporations, and endowments. CIM specializes in high-income and growth portfolios with manageable risk, using equity-based Exchange Traded Funds (ETFs) and Closed-End Funds (CEFs). CIM monitors client accounts and adjusts portfolios based on market conditions. CIM does not provide total financial planning and generally does not offer multiple strategies or tailored strategies to clients based on their risk assessment or investment objectives.
Assets Under Management$20M
Clients30
Advisors1
Avg. per Client$670K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1M+ | 0.50% |
CIM reserves the right to negotiate fees based on larger account sizes or to initiate accounts at a negotiated fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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