Capital Management Consultants (CMC) is an independent, fee-only advisory firm offering both discretionary and non-discretionary investment management services. CMC designs custom portfolios based on client reviews and market analysis. CMC tailors its services to individual investment goals, assisting clients with identifying objectives and risk tolerance. Clients can set restrictions on discretionary authority. CMC may recommend independent investment managers and monitors their performance. The firm does not participate in wrap fee programs.
Assets Under Management$76M
Clients61
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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