Capital Area Planning Group (CAPG) offers investment management and financial planning services. For investment management, CAPG creates customized portfolios based on your individual needs and risk tolerance. Financial planning includes a step-by-step action plan covering income, expenses, assets, insurance, taxes, and estate planning. CAPG also offers tax preparation services as a standalone service or as part of financial planning.
Assets Under Management$46M
Clients60
Advisors2
Avg. per Client$770K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for accounts above $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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