Capital Management Associates offers investment management and financial planning services. For investment management, they create and manage portfolios based on your individual needs, goals, risk tolerance, and time horizon. They also offer a managed account program where they select third-party investment managers for you. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. They provide a written analysis to help you achieve your financial goals.
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.