Capital Planning Group provides investment management and financial planning services. They evaluate client investments and design portfolios to help clients achieve their financial goals. They use public information, financial news, and research materials. The firm's advisors have CFP designations and are required to demonstrate technical competency. They also offer advice on specific investment and insurance-related projects.
Fee Structure
Capital Planning Group's fees for managing your investments range from 0.30% to 1.30% per year. The minimum annual fee is $500, billed as $125 quarterly. Fees may be negotiable and vary based on the type and size of the account, trading activity, and supplemental services provided. If a third-party money manager is used, their fees range from 0.40% to 1.00% of assets and are in addition to Capital Planning's fees.