Jeffrey Fouts is a registered investment advisor at Capital Management Services, INC., based in Elijay, GA, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 145 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
145 clients
Average Client Portfolio
$977K average
Assets Under Management
$141.7M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

572 Maddox Drive, Suite 213, Elijay, GA, 30540

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jeffrey is involved with Retirement Plan Specialties, Inc., a non-investment related tax entity. He is also a managing member of Fouts Law Group, LLC, a law firm, dedicating about half of his time to this role since 2012.

Employment History
Current Registrations
Capital Management Services, INC.
October 2018 - Present · 7 yrs 6 mos
Previous Registrations
Retirement Planning Specialists, INC.
August 2015 - December 2020 · 5 yrs 4 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.