Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Advisors Group charges discretionary investment management clients a fee between 0.01% and 0.15% per year, depending on account size, investment strategy, and portfolio complexity. Fees are calculated monthly based on the account's market value and are payable monthly in arrears. A minimum fee of up to $625 per quarter may be assessed. Investment management fees relating to deposit programs typically consist of portions of the interest received by the accounts and are set by a sub-adviser.
Areas of Practice
Advisor Information
Office location
Chatham Center, 29 Crafts Street, Newton, MA, 02458
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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