Capital Management Advisor Group provides investment advice and financial planning to individuals. As a legally required fiduciary, the firm aims to understand clients' financial situations, goals, and risk tolerance. Services include comprehensive portfolio management, financial planning, and consulting, covering areas like retirement, estate, tax, and education planning. The firm utilizes third-party investment advisors to implement investment portfolios.
Assets Under Management$230M
Clients88
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual fee charged for Comprehensive Portfolio Management service will not exceed 1.00% and is often less. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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