Capital Management Associates INC
Assets Under Management
$1.6B
Number of Clients
932
Number of Advisors
15
Average Client AUM
$1.7M
AUM per Advisor
$108.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Management Associates, Inc. provides continuous investment advice based on individual client needs, managing portfolios on a discretionary or non-discretionary basis. They also offer a Managed Accounts Program, monitoring third-party asset managers. Financial planning services include a comprehensive evaluation of a client’s current and future financial state.
Fee Structure
Fees for investment supervisory services and portfolio management range from 0.1% to 2% of assets under management, or a fixed fee from $250 to $10,000. Managed Account Program fees typically range from 0.1% to 1%. Financial planning fees are calculated hourly ($100-$500/hour) or on a fixed-fee basis. Fees are negotiable and may be reduced or waived if a financial planning client engages the firm for portfolio management services.
Areas of Practice
Location
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120