Contego Capital Group, Inc. provides personalized investment management and financial planning services to individuals, families, small businesses, and trusts. Founded in 2003 and based in Edina, Minnesota, the firm tailors its investment strategies to each client's specific goals, time horizon, and comfort with risk. Contego Capital Group offers discretionary portfolio management, where the firm handles day-to-day trading without requiring prior approval for every transaction. In addition to managing portfolios, Contego Capital Group offers comprehensive financial planning covering retirement, tax preparation and filing, estate and legacy planning, college funding, and insurance analysis. The firm also provides consulting services for employer-sponsored retirement plans and acts as a sub-advisor for other investment managers. Contego Capital Group emphasizes a personalized approach while helping clients navigate complex financial situations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on historical relationships, account composition, and asset amounts.