Capital Financial Advisory Group provides financial planning services to help clients meet their retirement and financial goals. They create customized financial plans and refer clients to third-party investment managers for investment advisory services. Capital also offers insurance products. Capital is compensated through financial planning fees, referral fees from third-party managers, and insurance commissions.
Fee Structure
Capital Financial Advisory Group does not directly manage your investments. Instead, they recommend third-party managers who will manage your money. The fees for these managers range from 0.25% to 2.00% of your account value per year. Capital receives a portion of this fee as a referral or promoter fee from the third-party manager. The exact proportion varies by third-party manager. Capital does not take discretion over the assets managed in your financial advisory account, and they do not handle any of the billing.