Assets Under Management
$52.8M
Number of Clients
163
Number of Advisors
1
Average Client AUM
$324K
AUM per Advisor
$52.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Investment Management, Inc. offers ongoing non-discretionary investment management services based on clients' individual needs, typically recommending diversified risk-based portfolios of mutual funds. They also offer financial planning services through consultations. For certain clients, CIM recommends Focus Partners Advisor Solutions, LLC (FPAS) for advisory and administrative services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees above $1,000,000 are negotiable.
MD, United States