Capital Advisory Group (CAG) is a wealth management firm that offers financial planning and investment advisory services. CAG provides services such as estate planning, retirement planning, tax planning, cash flow strategies, and insurance planning. CAG manages investment portfolios for families, individuals, and trusts on a discretionary basis. CAG's services are tailored to the individual needs of each client.
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% |
CAG reserves the right to negotiate the fee in situations where the size of a prospective Clients portfolio is significantly larger than shown in CAG’s published fee schedule or as CAG deems appropriate in its sole discretion. There are some existing long-term CAG Clients who are on fee schedules that cost somewhat less than the fee schedule currently charged by CAG. CAG has currently decided to continue to honor the lower fee schedule on a case by case basis due to these Clients long standing relationships with the firm.