Capital Financial Group provides personalized investment advice and manages investment portfolios for individuals, families, and businesses. They offer financial planning, investment management, and pension consulting services. Financial planning covers areas like retirement, taxes, insurance, and education. Investment advice is tailored to each client's needs and goals.
Assets Under Management$240M
Clients238
Advisors3
Avg. per Client$1M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
These fees apply to actively managed exchange traded funds, mutual funds, equities, and/or options strategies. Cash management, bonds, fixed annuities, and/or non-strategy legacy holdings are charged 0.25% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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