Capital CS Group offers customized investment advisory solutions through continuous client contact and interaction. They provide investment management using mutual funds, ETFs, individual stocks, and fixed income securities. CCSG also offers financial planning services covering investment, retirement, estate, personal savings, and education savings. CCSG may refer clients to other specialists as needed. They also offer retirement plan consulting services to employer plan sponsors.
Fee Structure
Capital CS Group's investment advisory fees are based on the value of your portfolio and are paid quarterly. The fee will not exceed 2.00%. There is also an additional $50 annual account fee for administrative expenses, which may be waived. Fees may be negotiable. Financial planning and consulting services are included unless you engage separately for those services.