Capital City Asset Management Group provides customized discretionary investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Capital City Asset Management Group builds personalized portfolios using various strategies such as contrarian investing, tactical asset allocation, value investing, and dynamic money management. The firm utilizes a wide array of investment vehicles including equities, debt securities, mutual funds, exchange-traded funds, options, private placements, hedge funds, and insurance products. In addition to investment management, Capital City Asset Management Group offers comprehensive financial planning covering retirement, estate, college, wealth accumulation, and financial protection. The firm operates as a wholly owned subsidiary of Capital City Partners, Inc., with affiliations to a registered broker-dealer, insurance agency, and consulting firms, which allows them to offer a broad range of financial products and services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.90% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and may be lower than stated maximums. Florida residents have a maximum fee of 2.0% for assets up to $500,000.