Capital Management Consultants

Capital Management Consultants, Inc. is an independent, fee-only SEC-Registered Investment Advisory firm established in 1988, located in Hawthorn Woods, Illinois. The firm specializes in providing professional advisory services for profit-sharing plans, partnerships, trusts, corporations, and individuals. They offer discretionary investment management services on a fee-only basis, designing custom portfolios based on continual client reviews and market analysis. Clients are required to have a minimum of $100,000 in investible liquid assets to open and maintain an advisory account, which may be waived at the firm's discretion. Capital Management Consultants uses fundamental and technical analysis, offering various investment strategies such as strategic, tactical, and dynamic allocation. The firm's investment philosophy involves adjusting portfolios based on client objectives, risk tolerance, and market conditions. Fees are based on a percentage of Assets Under Management, with annual percentages ranging from 0.50% to 1.00%. The firm does not use performance-based fees and does not have a history of disciplinary events. Clients receive regular account statements from an independent custodian, and the firm does not have authority to vote client securities. For more information, clients can contact Capital Management Consultants directly.