Central States Capital Markets, LLC
Assets Under Management
$27.9M
Number of Clients
28
Number of Advisors
6
Average Client AUM
$998K
AUM per Advisor
$4.7M
Compensation
Fee-Only (AUM)
About This Firm
Central States Capital Markets, LLC (CSCM) offers personalized investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They provide continuous discretionary asset management and investment advisory services.
Fee Structure
The maximum annual fee for portfolio management services is 1.25% of assets under management. The actual fee charged depends on the asset allocation target and the account size. Accounts with a 100% equity allocation target pay a maximum of 1.25%, while those with a 100% fixed income allocation target pay a maximum of 0.75%. Management fees are negotiable based upon the Client’s individual needs and circumstances, such as the account size and the nature of the investment activity within the account. The Firm generally requires a minimum of $250,000 to open an advisory account.
Areas of Practice
Location
4200 W 83rd Street, Suite 101, Prairie Village, KS, 66208