Capital Endurance Group Fees & Minimum

Overview

Headquarters: Alpharetta, GA
Total Firm Assets: $109 million
Average High-Net-Worth Client Portfolio Size: $2.8 million
Stated Minimum Account Size: $5,000,000

Fee Disclosure

Source: CEG FIRM BROCHURE (2026-06-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.50%
$500,001	$1,000,000	1.00%
$1,000,001	$5,000,000	0.75%
$5,000,001	and above	0.55%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$42,500	0.85%
$10 million	$70,000	0.70%
$50 million	$290,000	0.58%
$100 million	$565,000	0.56%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 61.14%
Number of High-Net-Worth Clients: 24
Total Client Accounts: 292
Discretionary Accounts: 292

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 284793

CEG FIRM BROCHURE (2026-06-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

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