Capital Endurance Group, Inc

Capital Endurance Group, Inc. is a wealth management firm based in Alpharetta, Georgia, established in 2011. The firm offers comprehensive wealth management services, including portfolio management strategies and financial planning consultations. They manage a total of $124,517,346 in client assets on a discretionary basis. Fees for comprehensive wealth management services are tiered based on assets under management, starting at 1.5% for the first $500,000. Stand-alone limited engagement financial planning services are also available, with fixed fees ranging from $2,000 to $10,000. The firm does not charge performance-based fees or conduct side-by-side management. They primarily serve individuals and high net-worth individuals, with a minimum investment value of $500,000. Investment strategies include various securities and asset classes, with a focus on Modern Portfolio Theory. The firm does not have any disciplinary information and does not accept compensation for the sale of securities. Clients have the option to implement recommendations through the firm or with another advisor. The firm does not vote on client securities and does not hold physical custody of client funds or securities. They have a fiduciary duty and are a Fiduciary Advisor under ERISA. Clients have options for retirement account rollovers, and the firm employs CERTIFIED FINANCIAL PLANNERTM professionals. The firm adheres to the CFP Board’s Standards of Professional Conduct.