Capital Consulting & Investment Group is a registered investment advisor based in Durham, North Carolina, offering personalized investment advice and financial planning to individuals, families, business owners, and retirement plan participants. Capital Consulting & Investment Group tailors recommendations to each client's specific objectives, tax considerations, risk tolerance, and time horizon using a mix of mutual funds, exchange-traded funds, individual equities, and fixed-income investments. The firm operates on a non-discretionary basis, meaning clients retain final approval over all buy and sell decisions before trades are executed. In addition to investment management, Capital Consulting & Investment Group provides comprehensive financial planning covering retirement, taxes, business planning, estate planning coordination, education funding, and insurance needs. The firm does not require a minimum account size or minimum annual fee for investment management services.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.65% |
No minimum account size or minimum annual fee.