CM Capital Partners offers ongoing portfolio management based on each client's goals, objectives, time horizon, and risk tolerance. CM Capital also advises businesses and small business owners on corporate structuring, valuation, general business planning, mergers and acquisitions, asset management, and other business combinations. CM Capital may direct clients to third-party investment advisors and may act as a subadvisor to other advisors. CM Capital also engages in real estate advisory services.
Assets Under Management$15M
Clients59
Advisors4
Avg. per Client$260K
Avg. per Advisor$3.8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accredited Investors pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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