Capital Advisory Group offers personalized investment advisory services, including investment education and planning, financial counseling, and portfolio management. They also provide performance reviews and monitoring of third-party asset managers. Their services are customized to each client's financial needs and objectives through a consultative process. Other advisory services, such as estate, charitable, tax, and insurance planning, can be arranged.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
The first year's annual fee is greater than subsequent years due to the time-intensive educational process, multiple meetings during the first year and the staged implementation of the investment portfolios. Fees are not negotiable, although fees may be reduced or waived for various reasons such as accommodation accounts for other family members, additional entities or for other reasons, at the discretion of William E. James, Managing Member.