Capital Market Advisors, LLC provides capital market, business, investment management, and investment consulting advice primarily to financial intermediaries who participate in open architecture investment management programs. Clients include banks, wealth management firms, financial planning firms, trust companies, broker-dealers, insurance companies, credit unions, and family offices. Capital Market Advisors, LLC offers services such as asset allocation research and market insights, portfolio construction utilizing client-approved investment lineups, and portfolio construction using investment options selected and maintained directly by Capital Market Advisors, LLC. The firm operates purely in a consulting and research capacity, assisting institutions and financial professionals rather than managing individual retail client accounts.
Fee Structure
- Asset Allocation and Market Insights — Standard annual fee starting at $40,000 for economic research, market analysis, and asset allocation guidance.
- Portfolio Strategy (Your Lineup) — Standard annual fee starting at $80,000 to build and monitor portfolios using investment options established by the client.
- Portfolio Strategy (Our Lineup) — Standard annual fee starting at $60,000 to build and monitor portfolios using investment options researched and selected by Capital Market Advisors, LLC.