Capital Management Consultants

Assets Under Management

$64.7M

Number of Clients

63

Number of Advisors

3

Average Client AUM

$1.0M

AUM per Advisor

$21.6M

Compensation

Fee-Only (AUM)

About This Firm

Capital Management Consultants provides discretionary and non-discretionary investment management services. They tailor relationships to client's investment goals, using questionnaires and risk profiles. Strategies are developed and implemented through an optimal combination of investments. Clients can restrict discretionary authority. They may recommend independent money managers.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.75%

Fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement Planning
Loading...
Location

5 Revere Drive, Suite 200, Northbrook, IL, 60062

3 Advisors at this firm

Capital Management Consultants | TrueAdvisor