Capital Consulting & Investment Group LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.5M0.90%
$2.5M - $5.0M0.75%
$5M+0.65%

No minimum account size or minimum annual fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Capital Consulting & Investment Group LLC - Fees, AUM & Advisors | TrueAdvisor