Capital Strategies Group (CSG) provides investment management and financial planning services. For investment management, CSG creates a plan based on your goals, risk tolerance, and time horizon, and then manages your investments. Financial planning covers topics like retirement, cash flow, and risk management. Planning is offered as a one-time service or on an ongoing basis with regular monitoring and adjustments.
Assets Under Management$100M
Clients234
Advisors3
Avg. per Client$440K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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