Capital Management Services, INC.
Assets Under Management
$141.7M
Number of Clients
145
Number of Advisors
6
Average Client AUM
$977K
AUM per Advisor
$23.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Management Services (CMS) offers ongoing portfolio management services to individuals and businesses, primarily using a tactical asset allocation process with mutual funds and ETFs. They may retain sub-advisors or refer clients to outside managers. CMS also provides complimentary or fixed-fee financial planning services to investment management clients as needed.
Fee Structure
CMS will not charge more than 2.00% of assets under management, and this fee is negotiable. The final fee will be agreed upon and disclosed in the Investment Advisory Contract. Fees are calculated and paid monthly or quarterly in advance. The firm may also charge an additional fixed fee for financial planning services, agreed upon within the advisory contract. CMS's fees are negotiable and may be higher than other advisers offering comparable services. A minimum account value of $25,000 is imposed on managed accounts, though this may be waived at CMS's discretion. Certain IRA accounts may be accepted with a minimum initial balance of $2,000.
Areas of Practice
Location
410 Sovereign Ct., Suite 13, Manchester, MO, 63011