Assets Under Management
$64.7M
Number of Clients
63
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$21.6M
Compensation
Fee-Only (AUM)
Capital Management Consultants provides discretionary and non-discretionary investment management services. They tailor relationships to client's investment goals, using questionnaires and risk profiles. Strategies are developed and implemented through an optimal combination of investments. Clients can restrict discretionary authority. They may recommend independent money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are subject to negotiation.
5 Revere Drive, Suite 200, Northbrook, IL, 60062