Capital Investment Management (CIM) offers investment advisory services, including asset management through various programs. CIM works with clients to determine suitable investment strategies based on their individual circumstances, objectives, and risk tolerance. CIM also offers financial planning and consulting services, which may include retirement planning, insurance planning, and estate planning. For households with over $500,000 in assets under management, tax planning and preparation are included. Households with over $1,000,000 in assets under management qualify for estate planning documents.
Fee Structure
Capital Investment Management offers investment management services through co-advisory platforms. Fees are calculated as a percentage of the assets in your investment account. Here's a sample fee schedule for illustrative purposes:
- $0 - $500,000: 1.25%
- $500,000 - $1,000,000: 1.10%
- $1,000,000 - $2,000,000: 1.0%
- $2,000,000 - $3,000,000: 0.90%
- $3,000,000 - $5,000,000: 0.80%
- $5,000,000 and above: Negotiable
There is a minimum annual program fee of $250 per account. Fees and how they are charged may be negotiated based on factors such as the client’s financial situation and circumstances, the amount of assets under management, and the overall complexity of the services provided.