Capital City Asset Management Group (CCAMG) offers investment advice and services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. CCAMG's representatives create and manage customized investment portfolios based on client goals, considering factors like income needs, risk tolerance, and tax considerations. They may also offer financial planning services covering retirement, estate, college, and wealth accumulation. CCAMG representatives may be licensed with affiliated companies and receive compensation for recommending their products, which may create a conflict of interest.
Fee Structure
Capital City Asset Management Group charges a percentage of the assets they manage. The fees are negotiable, but the maximum annual fees are:
- Up to $250,000: 2.9% (2.0% for Florida residents)
- $250,001 - $500,000: 2.5% (2.0% for Florida residents)
- $500,001 - $1,000,000: 2.0%
- $1,000,001 - $2,000,000: 1.5%
- $2,000,001 - $5,000,000: 1.0%
- $5,000,001 and above: 0.75%
These fees are charged monthly and deducted from your account. CCAMG may also receive performance-based fees from third-party asset managers, creating a potential conflict of interest.