Capital Management Consultants is an independent registered investment advisor located in Northbrook, Illinois, with an additional office in Carmel, Indiana. The firm has been in business since 1988, offering customized investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. Capital Management Consultants utilizes a combination of strategic, tactical, and dynamic asset allocation strategies, employing fundamental and technical analysis to construct diversified portfolios using mutual funds, stocks, bonds, and alternative investments. The firm emphasizes personalized service, tailoring portfolios to each client's specific investment goals, risk tolerance, and time horizon. Clients can set customized restrictions on their portfolios in writing. In addition to direct portfolio management, Capital Management Consultants may recommend independent third-party money managers for a portion of client assets while providing ongoing monitoring and review.
Fee Structure
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. Account values of family members in the same household may be combined.