Multi Purpose

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FAQS

What is the minimum investment required to work with your advisory firm?

There is no fixed minimum investment at Capital Management Services. We believe in providing financial guidance to clients at all levels. Whether you're just starting to invest or have a substantial portfolio, we tailor our services to meet your specific needs and financial goals.

How do you charge for your services, and are there any hidden fees?

Answer: We are committed to transparency in our fee structure. Our fees are typically based on a percentage of assets under management (AUM), and this fee will be clearly outlined in our agreement. There are no hidden fees. We believe in full disclosure, ensuring you know exactly what you're paying for our expert guidance.

How often will I receive updates on my portfolio's performance?

When you work with your advisor you can work with them on a schedule that fits your needs. You will have regular access to your accounts and performance through the custodial portal.

Advisory services offered through Capital Management Services, Inc. Client Facing website can be found by visiting: www.cmsadvisors.com.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.