Brian Green is a registered investment advisor at Capital Management Group, INC., based in St. Charles, IL, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 48 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Accounts below $100,000 may be subject to a minimum annual fee of $1,250. All fees listed are negotiable.
Fee Estimator
Location
3809 Illinois Avenue, Suite 200, St. Charles, IL, 60174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Management Group, INC.
State Registrations1 state
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