The Capital Advisory Group Advisory Services, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
The Capital Advisory Group Advisory Services provides investment advice and manages portfolios for individuals, families, and retirement plans. The firm creates personalized strategies based on your goals, risk tolerance, and financial situation. Services include financial planning, pension consulting, and estate plan settlement. The firm may use sub-advisors to manage a portion of your account.
Assets Under Management$400M
Clients478
Advisors5
Avg. per Client$840K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...