Michael Stevens is a registered investment advisor at Capital Wealth, LLC, based in Lehi, UT, with 14 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 248 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth recommends third-party money managers to manage your investments.
If you have at least $500,000 to invest, Capital Wealth charges 1.5% of your portfolio per year.
If Capital Wealth directs you to The Pacific Financial Group, the fee is 0.75% of your portfolio per year.
Location
1850 W. Ashton Blvd Suite 175, Lehi, UT, 84043
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the owner and insurance agent at CWA Insurance Services, LLC, focusing on fixed insurance sales, dedicating about half their time. He also serves as a board member for Junior Achievement of Utah and is a member of Hunt Logic, LLC, each requiring minimal time commitment.
Employment History
Current Registrations
Capital Wealth, LLC
Previous Registrations
Townsquare Capital, LLC
Allegis Investment Advisors, LLC
Allegis Investment Services, LLCBroker
Retirement Wealth Advisors, INC.
Cetera Advisors LLCBroker
Sammons Securities Company, LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.