Capital Asset Management Group offers investment management through a bundled fee program and financial planning and consulting services. Financial planning covers wills, estate plans, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning. Clients can restrict investments in certain securities. Agreements cannot be assigned without client consent.
Assets Under Management$27M
Clients39
Advisors1
Avg. per Client$690K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Capital Asset Management Group offers investment management services through a bundled fee program. The client pays one fee to Capital which includes Capital’s Management Fee and the transaction costs associated with the transactions.
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