Capital Portfolio Management, INC.
Assets Under Management
$15.8M
Number of Clients
30
Number of Advisors
1
Average Client AUM
$527K
AUM per Advisor
$15.8M
Compensation
Fee-Only (AUM)
About This Firm
Capital Portfolio Management, Inc. provides portfolio management services tailored to individual client objectives and risk parameters. They also offer qualified plan consulting services, including ERISA non-fiduciary, non-discretionary fiduciary, and discretionary investment management services. Fees are negotiable based on account size.
Fee Structure
The firm charges a percentage of assets under management for both portfolio management and qualified plan consulting services. For portfolio management, the annual fee ranges from 0.35% to 1.50%, and for qualified plan consulting, the annual fee ranges from 0.35% to 1.00%. Fees are negotiable depending on the size of the account or plan. The firm is also a registered broker-dealer, and its representatives can sell securities for a commission, which is separate from the advisory fees.
Areas of Practice
Location
9515 Deereco Rd, Suite 1010, Timonium, MD, 21093