MP

Matthew Ryan Paniati

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
200 clients
Average Client Portfolio
$130.1M average
Assets Under Management
$26.0B

Fee Structure

Minimum Investment:$5M

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
Investment ManagementSocially Responsible InvestingHigh Net Worth
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Advisor Information

Office location

1 Federal Street, Suite 2200, Boston, MA, 02110

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Advisors Group, INC
September 2018 - Present · 7 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.