Brett Machtig Joined: June 10, 2014
The Capital Advisory Group is a Forbes Top 50 RIA affiliated with Investors Capital Corp., a premier independent broker/dealer and winner of the 2013 Broker-Dealer of the Year award. The Capital Advisory Group handles approximately 79 institutional retirement plans and serves hundreds of retired families & business owners, addressing nearly every aspect of asset management, tax planning and estate structure.
We believe that the synergy created by professionals working together makes our team approach more efficient than working with any one of us individually. Unlike many brokers, we are an independent group with no proprietary investment products to push. Our fees vary depending on portfolio size, type of assets, and management style