The Capital Management Corporation (CMC) offers investment management using stocks, REITs, fixed income, ETFs, and mutual funds. CMC manages accounts on a discretionary basis, meaning they can make trades without asking you first. They do not offer legal, tax, or estate planning services. CMC acts as a fiduciary, legally required to act in your best interest.
Assets Under Management$710M
Clients187
Advisors6
Avg. per Client$3.8M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Accounts invested solely in mutual funds, exchange traded funds or fixed income incur an annual fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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