Capital Advisory Group is a wealth management firm based in Dallas, Texas, offering personalized financial planning and investment management services. Founded in 1990, Capital Advisory Group provides guidance across major areas including retirement planning, estate planning, tax planning, cash flow strategies, and insurance analysis. The firm manages investment portfolios using a long-term strategic asset allocation approach, incorporating mutual funds, exchange-traded funds, and independent investment managers. Capital Advisory Group tailors its services to the individual needs of each client, working closely with high-net-worth individuals, families, trusts, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for accounts significantly larger than the published schedule. Certain long-term clients maintain lower legacy fee schedules.