Capital Client Group, Inc

CRD#6247
Investment Advisor and Brokerage Firm

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Learn more about Capital Client Group, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Capital Client Group, Inc is located at 333 South Hope Street, Los Angeles, CA. The firm employs 655 financial advisors to manage client portfolios and provide financial guidance. Capital Client Group, Inc is a registered broker-dealer.

    The firm offers other services and operates with a fee structure categorized as other. Capital Client Group, Inc maintains affiliations with a banking or thrift institution, a trust company, and a commodity pool advisor.

    Capital Client Group, Inc is registered in the states of California, Florida, Georgia, Illinois, Indiana, Michigan, New York, Pennsylvania, Tennessee, Virginia, Wisconsin, and Texas.

    Number of Advisors

    655

    Disclosures

    No

    Office Location

    333 South Hope Street
    Los Angeles, CA 90071-1406

    Capital Client Group, Inc by the Numbers

    Total Number of Employees

    852

    National Average: 64
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    Fee Structure

    Financial management fees largely depend on the type of services provided. Fees charged by Capital Client Group, Inc typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. The firm is able to withdraw its expenses directly from customer funds.

    Available

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

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      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Find one of the 21% of firms that offer this fee type

      Hourly

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      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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    Disclosures

    Capital Client Group, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Capital Client Group, Inc

    Mark Krodel
    Carmel, IN
    Bradley Olalde
    Los Angeles, CA
    Jonathan Harris
    Carmel, IN
    Catherine Magyera
    Los Angeles, CA
    Colin O'Connor
    Fishers, IN
    Stephen Ross
    Austin, TX
    Jordan Brown
    Carmel, IN
    Matthew Ortiz
    San Antonio, TX
    Eleazar Rodriguez
    San Antonio, TX

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