Capital Management Consultants
Assets Under Management
$64.7M
Number of Clients
63
Number of Advisors
3
Average Client AUM
$1.0M
AUM per Advisor
$21.6M
Compensation
Fee-Only (AUM)
About This Firm
Capital Management Consultants offers discretionary and non-discretionary investment management services. They tailor relationships to client's investment goals, using questionnaires and risk profiles. Strategies are developed and implemented through a combination of investments. They may recommend third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. For example, the annual fee is 1.25% for accounts valued between $100,000 and $500,000. Fees are deducted quarterly from your account. All fees are subject to negotiation. The firm requires a minimum of $100,000 in investible liquid assets to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Location
5 Revere Drive, Suite 200, Northbrook, IL, 60062