Overview
- Headquarters
- Wayne, PA
- Total Firm Assets
- $397 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: CAPITAL MANAGEMENT SERVICES INC AMENDED FORM ADV, PART 2A (2025-06-06)
· View brochure text
Latest filing: CAPITAL MANAGEMENT SERVICES WRAP FEE PROGRAM (2025-06-06)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.25% |
| $2,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $50,000 | 1.00% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 83.59%
- Number of High-Net-Worth Clients
- 118
- Total Client Accounts
- 904
- Discretionary Accounts
- 894
- Non-Discretionary Accounts
- 10
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105903
- CAPITAL MANAGEMENT SERVICES INC AMENDED FORM ADV, PART 2A (2025-06-06) (fee schedule source) · View brochure text
- CAPITAL MANAGEMENT SERVICES WRAP FEE PROGRAM (2025-06-06) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗