Capital Market Consultants, INC.

Assets Under Management

N/A

Number of Clients

18

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

Capital Market Consultants, Inc. provides capital market, business, investment management, and economic consulting advice to financial intermediaries. Services include investment manager search and monitoring, business consulting, asset management program services, asset allocation services, and economic consulting.

Fee Structure

Financial Planning:Investment management only

Fees are determined based on the scope of services requested and are negotiated between the client and CMC before services begin. Manager research and business consulting fees are usually quoted as a flat fee. Asset management program fees require a minimum annual fee paid quarterly in advance against the negotiated asset-based fee for program assets, which may range from 0.05% to 0.25%.

Areas of Practice
Investment ManagementRetirement PlanningBusiness OwnersCorporate ExecutivesHigh Net Worth
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Location

WI, United States

1 Advisors at this firm

Capital Market Consultants, Inc. | AdvisorDiscover