Assets Under Management
$11.4B
Number of Clients
11,690
Number of Advisors
9
Average Client AUM
$977K
AUM per Advisor
$1.3B
Compensation
Fee-Only (AUM)
Capital Wealth Planning, LLC provides discretionary investment advisory services to separately managed accounts and other registered investment managers. They create portfolios comprised of mutual funds, ETFs, and/or debt and equity securities based on client's individual needs and risk tolerance. Clients retain individual ownership of all securities.
9015 Strada Stell Ct, Suite 203, Naples, FL, 34109