Capital Advisors Group offers discretionary investment management services, primarily to institutional investors and occasionally to high net worth individuals. They invest in short-term, high-quality, fixed income instruments tailored to each client's needs. Capital Advisors Group also provides certain clients with access to its proprietary web-based platform that assesses counterparty exposure and risk.
Assets Under Management$26B
Clients200
Advisors7
Avg. per Client$130M
Avg. per Advisor$3.7B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.15% |
Fees range from 0.01% to 0.15% depending on account size, investment strategy, and portfolio complexity. A minimum quarterly fee of up to $625 may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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