Capital Asset Management (CAM) provides investment management services to clients, determining investment goals, risk tolerance, and time horizons. CAM offers discretionary direct asset management services utilizing Envestnet’s wrap program and SEI Management Corp (SIMC). CAM also provides services to qualified retirement plans including 401(k) plans, acting as a limited scope ERISA 3(21) fiduciary.
Assets Under Management$190M
Clients160
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for amounts over $5,000,000. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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