Capital Management Group (CMG) offers investment management services, consulting with clients to determine appropriate investment guidelines and risk tolerance. CMG manages accounts on an individualized basis, investing in mutual funds, individual equities, and fixed income securities. CMG believes in a buy-and-hold strategy and does not attempt to time the market. Client assets are held by a custodian in the client's name.
Assets Under Management$70M
Clients48
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,250
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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