David Whittaker is a registered investment advisor at Capital Wealth Planning, LLC, based in Naples, FL, with 2 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,690 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Wealth Planning's investment management fee will not exceed 1.75% of the value of your portfolio each year. The fee is negotiable. The billing method (in advance or in arrears) is determined by client preference. CWP only reduces or waives advisory fees for employees and their family members.
Location
9015 Strada Stell Ct, Suite 203, Naples, FL, 34109
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Wealth Planning, LLC
State Registrations1 state
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