Capital Investment Management INC.
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
About This Firm
CIM offers non-discretionary investment management, recommending diversified portfolios of mutual funds. They also recommend third-party investment advisers like Focus Partners Advisor Solutions (FPAS). Financial planning services are available, and advice is furnished regarding insurance products. CIM does not have an investment committee; the CCO reviews recommendations.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable above $1,000,000.
Fee Estimator
CIM's advisory fees are based on a percentage of assets under management, billed quarterly in advance. The annual fee is 1.0% for the first $1,000,000, and negotiable above that amount. Fees are deducted directly from client accounts with written authorization. Hourly consulting services are available at $150.00 per hour. Clients also incur brokerage commissions and other related costs. FPAS charges an additional administrative fee, except for clients invested in SA Funds.
Areas of Practice
Location
MD, United States