Capital Financial Consultants Group offers investment management and financial planning services to individuals, high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm creates and manages investment portfolios based on clients' individual needs and goals. Financial planning services include a comprehensive evaluation of a client's current and future financial state, covering areas such as personal finances, taxes, investments, insurance, retirement, death and disability, and estate planning.
Assets Under Management$42M
Clients107
Advisors2
Avg. per Client$390K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 0.85% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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