Advanced Capital Group is a registered investment advisor with four distinct practice lines: Institutional Investment Consulting, Institutional Investment Management, Financial Wellness, and Individual Wealth Management. The firm offers institutional services such as retirement plan consulting, pension management, and endowment advisory. For individuals, Advanced Capital Group provides wealth management services, building broadly diversified portfolios using pooled investment products or customized fixed-income portfolios like municipal bonds. The firm also offers automated portfolios and financial planning and consulting services as part of wealth management engagements. Advanced Capital Group acts as a fiduciary for certain retirement accounts and works with clients to establish investment accounts at qualified custodians like Charles Schwab and Fidelity.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fee generally will not exceed 1.00% (100 basis points) annually, billed quarterly in arrears based on average daily balance.