Advisor at Capital Management Group, Inc.
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Firm
Capital Management Group, Inc.
Location
St. Charles, IL 60174
Credentials
CFP®, Series 65
Industry experience
25 years
Michael Green is a CFP® with 25 years of experience at Capital Management Group, Inc. and over 45 years with Green Plagge & Associates, a separate accounting and financial planning business he co-founded. He provides accounting, tax, and financial planning services outside of his advisory role. Capital Management Group, Inc. offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, businesses, and employee benefit plans. The firm employs a buy-and-hold investment approach with an emphasis on conservative fixed-income management and conducts ongoing portfolio reviews and semiannual rebalancing.
1.0% annually, billed quarterly at 0.25% per quarter
Account minimum: $100,000 Minimum fee: $1,250 minimum annual fee for accounts below $100,000
3809 Illinois Avenue, Suite 200
St. Charles, IL 60174
Illinois
Capital Management Group
2001 - Present (25 years)
Green Plagge & Associates
1981 - Present (45 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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